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
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 20%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 8.98%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$222K 0.03%
6,562
-1,600
677
$222K 0.03%
10,846
678
$221K 0.03%
3,762
679
$221K 0.03%
3,484
680
$221K 0.03%
21,000
+7,000
681
$221K 0.03%
3,677
682
$220K 0.03%
4,587
683
$220K 0.03%
+8,628
684
$220K 0.03%
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685
$220K 0.03%
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686
$219K 0.03%
9,526
687
$218K 0.03%
11,257
688
$218K 0.03%
5,755
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689
$217K 0.03%
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690
$217K 0.03%
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691
$217K 0.03%
+7,962
692
$216K 0.03%
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693
$216K 0.03%
4,400
694
$215K 0.03%
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695
$215K 0.03%
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696
$215K 0.03%
22,192
697
$214K 0.03%
4,222
698
$214K 0.03%
+7,272
699
$214K 0.03%
170
700
$213K 0.03%
5,339
26 27
28
29 30