SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$233K 0.02%
31,609
652
$233K 0.02%
8,623
653
$233K 0.02%
14,969
654
$232K 0.02%
3,885
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655
$232K 0.02%
9,020
656
$231K 0.02%
11,360
657
$229K 0.02%
11,760
658
$229K 0.02%
4,070
659
$229K 0.02%
4,749
660
$228K 0.02%
+2,570
661
$225K 0.02%
2,509
-400
662
$224K 0.02%
2,545
663
$224K 0.02%
1,769
664
$221K 0.02%
3,724
665
$220K 0.02%
2,172
-284
666
$220K 0.02%
+8,439
667
$219K 0.02%
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668
$219K 0.02%
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669
$219K 0.02%
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670
$219K 0.02%
7,137
671
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275
672
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6,332
673
$218K 0.02%
+4,645
674
$217K 0.02%
2,677
675
$217K 0.02%
+2,022
25 26
27
28 29