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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.88%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$275K 0.02%
2,463
-1,084
652
$275K 0.02%
3,557
653
$274K 0.02%
2,337
-100
654
$274K 0.02%
+4,246
655
$273K 0.02%
11,158
656
$273K 0.02%
3,788
657
$273K 0.02%
13,187
-3,022
658
$272K 0.02%
1,791
659
$272K 0.02%
3,187
-1,420
660
$271K 0.02%
3,460
661
$271K 0.02%
3,515
662
$270K 0.02%
8,709
663
$270K 0.02%
1,892
-1,494
664
$269K 0.02%
9,823
665
$268K 0.02%
10,704
-3,999
666
$267K 0.02%
10,025
-3,816
667
$267K 0.02%
2,239
+121
668
$266K 0.02%
4,556
669
$266K 0.02%
3,744
670
$265K 0.02%
12,146
671
$265K 0.02%
5,949
672
$265K 0.02%
+6,991
673
$264K 0.02%
7,800
674
$264K 0.02%
4,836
675
$264K 0.02%
+1,287
25 26
27
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