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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.88%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$264K 0.02%
4,653
677
$263K 0.02%
2,362
678
$263K 0.02%
+2,600
679
$262K 0.02%
421
680
$262K 0.02%
3,442
-1,370
681
$262K 0.02%
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682
$261K 0.02%
8,295
683
$261K 0.02%
31,426
684
$260K 0.02%
+4,903
685
$260K 0.02%
3,624
-1,509
686
$260K 0.02%
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687
$259K 0.02%
7,069
688
$258K 0.02%
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689
$258K 0.02%
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690
$258K 0.02%
8,135
691
$257K 0.02%
4,054
-2,142
692
$257K 0.02%
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693
$257K 0.02%
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694
$256K 0.02%
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695
$256K 0.02%
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696
$254K 0.02%
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697
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8,111
698
$254K 0.02%
1,135
-600
699
$254K 0.02%
4,825
700
$253K 0.02%
2,033
26 27
28
29 30