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
$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 18.53%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.01%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$226K 0.03%
4,287
+100
702
$226K 0.03%
1,961
-118
703
$226K 0.03%
526
704
$225K 0.03%
13,024
705
$224K 0.03%
11,104
-13,500
706
$224K 0.03%
8,025
707
$223K 0.03%
14,892
708
$221K 0.03%
6,072
709
$221K 0.03%
14,192
710
$220K 0.03%
22,192
711
$220K 0.03%
6,497
+320
712
$219K 0.03%
+8,162
713
$219K 0.03%
4,500
714
$218K 0.03%
3,760
715
$218K 0.03%
+4,569
716
$217K 0.03%
+4,819
717
$217K 0.03%
3,670
718
$216K 0.03%
4,902
719
$216K 0.03%
1,937
720
$216K 0.03%
11,792
721
$215K 0.03%
5,832
722
$215K 0.03%
14,132
723
$215K 0.03%
19,813
724
$214K 0.03%
6,890
725
$214K 0.03%
8,709
27 28
29
30 31