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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$232K 0.02%
4,041
677
$232K 0.02%
3,636
678
$232K 0.02%
16,020
679
$231K 0.02%
4,031
680
$231K 0.02%
1,791
681
$230K 0.02%
+8,145
682
$230K 0.02%
+7,272
683
$230K 0.02%
+4,417
684
$229K 0.02%
3,837
685
$228K 0.02%
11,760
686
$228K 0.02%
9,020
687
$228K 0.02%
+41,505
688
$228K 0.02%
+8,135
689
$226K 0.02%
+32,804
690
$226K 0.02%
6,501
691
$226K 0.02%
3,137
+144
692
$225K 0.02%
+3,362
693
$225K 0.02%
4,057
694
$224K 0.02%
28,000
695
$224K 0.02%
+7,357
696
$223K 0.02%
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697
$223K 0.02%
4,000
698
$223K 0.02%
3,800
699
$222K 0.02%
+3,776
700
$222K 0.02%
+3,725
26 27
28
29 30