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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1 +$7.97M
2 +$6.7M
3 +$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1 +$2.36M
2 +$2.03M
3 +$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$216K 0.02%
+4,649
677
$216K 0.02%
+6,724
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$215K 0.02%
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$215K 0.02%
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$214K 0.02%
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$214K 0.02%
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$213K 0.02%
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$213K 0.02%
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