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
51
$3.03M 0.41%
28,426
+330
52
$3.02M 0.41%
48,157
53
$2.99M 0.4%
86,524
-9,900
54
$2.98M 0.4%
185,241
+2,642
55
$2.98M 0.4%
23,378
+200
56
$2.96M 0.4%
24,138
57
$2.92M 0.39%
197,515
+3,800
58
$2.87M 0.39%
8,683
+1,181
59
$2.81M 0.38%
25,914
-200
60
$2.75M 0.37%
76,624
61
$2.73M 0.37%
168,510
+27,135
62
$2.73M 0.37%
114,345
+11,600
63
$2.6M 0.35%
25,590
64
$2.57M 0.35%
33,720
65
$2.54M 0.34%
31,425
+700
66
$2.54M 0.34%
67,300
+5,310
67
$2.41M 0.32%
12,220
68
$2.25M 0.3%
49,638
+3,238
69
$2.25M 0.3%
76,218
70
$2.24M 0.3%
17,335
71
$2.23M 0.3%
1,927
+286
72
$2.19M 0.29%
58,130
+7,560
73
$2.17M 0.29%
63,354
+7,375
74
$2.14M 0.29%
31,466
+2,106
75
$2.12M 0.29%
20,574
1 2
3
4 5