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
701
$213K 0.03%
4,825
702
$212K 0.03%
+28,410
703
$212K 0.03%
14,822
704
$212K 0.03%
+5,094
705
$212K 0.03%
14,892
706
$211K 0.03%
+4,978
707
$211K 0.03%
11,819
708
$210K 0.03%
1,746
709
$210K 0.03%
3,805
710
$208K 0.03%
3,981
711
$208K 0.03%
2,838
712
$208K 0.03%
+5,721
713
$208K 0.03%
6,218
714
$207K 0.03%
2,362
715
$207K 0.03%
6,192
716
$206K 0.03%
23,743
717
$206K 0.03%
+4,421
718
$206K 0.03%
5,016
719
$205K 0.03%
4,618
720
$205K 0.03%
+4,206
721
$205K 0.03%
11,792
722
$204K 0.03%
8,233
723
$204K 0.03%
2,311
724
$203K 0.03%
4,600
725
$202K 0.03%
8,043
27 28
29
30 31