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
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.71M
3
+$6.46M
4
XYL icon
Xylem
XYL
+$6.08M
5
DVN icon
Devon Energy
DVN
+$4.13M

Top Sells

1
+$155M
2
+$109M
3
+$52.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$34.1M
5
NVDA icon
NVIDIA
NVDA
+$32.6M

Sector Composition

1 Technology 21.49%
2 Healthcare 14.93%
3 Industrials 11.99%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$166K 0.02%
11,481
652
$163K 0.02%
3,248
-342
653
$158K 0.02%
14,793
654
$155K 0.02%
29,233
-3,469
655
$153K 0.02%
17,865
656
$150K 0.02%
14,231
657
$149K 0.02%
11,960
658
$145K 0.02%
12,264
659
$143K 0.02%
+10,260
660
$138K 0.01%
10,872
-1,757
661
$138K 0.01%
13,550
662
$135K 0.01%
20,127
663
$130K 0.01%
13,489
664
$128K 0.01%
11,312
665
$120K 0.01%
19,338
+2,835
666
$118K 0.01%
18,591
-1,800
667
$118K 0.01%
12,223
668
$110K 0.01%
13,438
669
$109K 0.01%
16,855
670
$107K 0.01%
11,988
671
$82.2K 0.01%
14,870
672
$77.5K 0.01%
10,635
673
$66.3K 0.01%
10,779
674
$62.8K 0.01%
6,136
675
$26.8K ﹤0.01%
791
25 26
27
28 29