SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$243K 0.02%
1,830
652
$242K 0.02%
+7,069
653
$241K 0.02%
4,070
654
$241K 0.02%
10,172
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655
$241K 0.02%
9,318
656
$241K 0.02%
+6,329
657
$240K 0.02%
+3,635
658
$239K 0.02%
4,863
659
$239K 0.02%
6,037
660
$238K 0.02%
4,749
661
$238K 0.02%
+17,727
662
$238K 0.02%
1,770
-1,411
663
$237K 0.02%
8,366
664
$235K 0.02%
+6,111
665
$235K 0.02%
8,363
666
$235K 0.02%
8,623
667
$235K 0.02%
+3,512
668
$235K 0.02%
7,638
669
$235K 0.02%
+8,111
670
$234K 0.02%
15,059
-1,100
671
$234K 0.02%
21,000
672
$234K 0.02%
4,458
673
$234K 0.02%
+4,102
674
$234K 0.02%
3,001
675
$233K 0.02%
+4,391
25 26
27
28 29