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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.44%
+114,336
52
$2.27M 0.41%
+45,000
53
$2.25M 0.41%
+21,978
54
$2.25M 0.41%
+35,220
55
$2.23M 0.41%
+27,973
56
$2.21M 0.4%
+63,441
57
$2.19M 0.4%
+32,479
58
$2.18M 0.4%
+89,224
59
$2.16M 0.39%
+25,090
60
$2.13M 0.39%
+93,018
61
$2.1M 0.38%
+49,886
62
$2.03M 0.37%
+46,400
63
$2M 0.36%
+17,335
64
$1.98M 0.36%
+34,027
65
$1.93M 0.35%
+59,672
66
$1.93M 0.35%
+19,594
67
$1.92M 0.35%
+20,574
68
$1.91M 0.35%
+79,018
69
$1.86M 0.34%
+33,021
70
$1.85M 0.34%
+19,052
71
$1.82M 0.33%
+21,031
72
$1.82M 0.33%
+83,419
73
$1.75M 0.32%
+22,726
74
$1.75M 0.32%
+65,938
75
$1.66M 0.3%
+14,793
1 2
3
4 5