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
701
$221K 0.02%
4,705
-701
702
$221K 0.02%
5,811
703
$220K 0.02%
1,751
-18
704
$220K 0.02%
1,890
+16
705
$220K 0.02%
+5,825
706
$220K 0.02%
2,696
707
$218K 0.02%
5,227
708
$218K 0.02%
+8,198
709
$217K 0.02%
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710
$216K 0.02%
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711
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7,482
712
$216K 0.02%
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713
$216K 0.02%
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714
$215K 0.02%
9,641
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715
$215K 0.02%
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716
$215K 0.02%
+3,336
717
$214K 0.02%
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718
$214K 0.02%
15,310
719
$213K 0.02%
21,414
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$213K 0.02%
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721
$212K 0.02%
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722
$211K 0.02%
275
723
$211K 0.02%
1,191
724
$211K 0.02%
+3,846
725
$210K 0.02%
5,790
-6
27 28
29
30 31