SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+2.62%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$909M
AUM Growth
+$50.7M
(+5.9%)
Cap. Flow
+$38.8M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
18.53%
Holding
835
New
45
Increased
206
Reduced
259
Closed
51
Top Buys
| 1 |
Apple
AAPL
|
+$5.53M |
| 2 |
Viatris
VTRS
|
+$4.51M |
| 3 |
Exxon Mobil
XOM
|
+$3.4M |
| 4 |
Burlington
BURL
|
+$2.52M |
| 5 |
American Airlines Group
AAL
|
+$1.85M |
Top Sells
| 1 |
BioMarin Pharmaceuticals
BMRN
|
+$1.99M |
| 2 |
EMC
EMC CORPORATION
EMC
|
+$1.93M |
| 3 |
Vulcan Materials
VMC
|
+$1.9M |
| 4 |
Skyworks Solutions
SWKS
|
+$1.44M |
| 5 |
ENDP
Endo International plc
ENDP
|
+$1.11M |
Sector Composition
| 1 | Technology | 21.64% |
| 2 | Healthcare | 15% |
| 3 | Financials | 11.4% |
| 4 | Consumer Discretionary | 8.61% |
| 5 | Communication Services | 8.34% |
