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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$236K 0.03%
4,222
+402
677
$236K 0.03%
24,572
678
$235K 0.03%
3,788
679
$235K 0.03%
24,989
+5,900
680
$235K 0.03%
8,829
681
$234K 0.03%
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682
$233K 0.03%
8,366
683
$233K 0.03%
5,413
+282
684
$233K 0.03%
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685
$233K 0.03%
2,893
+158
686
$233K 0.03%
6,218
+505
687
$232K 0.03%
4,334
+225
688
$231K 0.03%
4,696
689
$231K 0.03%
9,578
690
$231K 0.03%
+32,000
691
$231K 0.03%
3,843
+336
692
$230K 0.03%
3,961
693
$230K 0.03%
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694
$229K 0.03%
7,257
+843
695
$229K 0.03%
+3,301
696
$229K 0.03%
6,583
697
$228K 0.03%
+2,481
698
$228K 0.03%
3,365
-3,100
699
$227K 0.03%
+2,293
700
$227K 0.03%
4,730
26 27
28
29 30