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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.42%
73,446
-1,161
52
$2.49M 0.42%
14,810
-949
53
$2.48M 0.42%
260,424
+2,863
54
$2.45M 0.41%
71,383
55
$2.42M 0.4%
28,418
-750
56
$2.34M 0.39%
45,000
57
$2.34M 0.39%
86,724
-2,500
58
$2.33M 0.39%
25,090
59
$2.26M 0.38%
20,185
+591
60
$2.26M 0.38%
+100,000
61
$2.25M 0.38%
49,634
-252
62
$2.21M 0.37%
33,720
-1,500
63
$2.18M 0.37%
59,936
+264
64
$2.15M 0.36%
32,179
-300
65
$2.14M 0.36%
28,221
+248
66
$2.08M 0.35%
17,335
67
$2.07M 0.35%
88,192
+4,773
68
$2.02M 0.34%
46,400
69
$1.93M 0.32%
79,018
70
$1.88M 0.31%
34,027
71
$1.86M 0.31%
20,574
72
$1.86M 0.31%
23,926
+1,200
73
$1.75M 0.29%
42,949
+295
74
$1.74M 0.29%
63,804
-2,134
75
$1.71M 0.29%
15,043
+250
1 2
3
4 5