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
51
$3.02M 0.42%
40,679
+7,800
52
$2.96M 0.41%
25,741
-993
53
$2.95M 0.41%
23,178
54
$2.94M 0.41%
28,096
-46,168
55
$2.93M 0.41%
61,224
-717
56
$2.8M 0.39%
25,590
57
$2.79M 0.39%
182,599
-4,329
58
$2.79M 0.39%
48,157
59
$2.78M 0.39%
33,720
60
$2.61M 0.36%
45,000
-330
61
$2.6M 0.36%
26,114
+868
62
$2.49M 0.35%
30,725
+1,800
63
$2.39M 0.33%
12,220
-2,933
64
$2.37M 0.33%
7,502
-206
65
$2.34M 0.33%
100,000
66
$2.33M 0.33%
31,339
67
$2.3M 0.32%
17,335
68
$2.3M 0.32%
76,218
69
$2.26M 0.32%
141,375
+16,995
70
$2.2M 0.31%
18,517
+1,414
71
$2.19M 0.31%
20,574
72
$2.17M 0.3%
102,745
+5,170
73
$2.16M 0.3%
46,400
74
$2.1M 0.29%
55,979
+2,542
75
$2.05M 0.29%
61,990
+428
1 2
3
4 5