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
$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 19.44%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.3M 0.36%
34,302
52
$4.14M 0.35%
96,584
-11,207
53
$4.03M 0.34%
30,562
-88
54
$3.94M 0.33%
55,856
-2,900
55
$3.92M 0.33%
27,621
-179
56
$3.91M 0.33%
82,894
-7,800
57
$3.85M 0.32%
64,613
-6,104
58
$3.84M 0.32%
47,655
59
$3.82M 0.32%
10,546
60
$3.78M 0.32%
75,467
+20,982
61
$3.75M 0.31%
86,166
-11,693
62
$3.72M 0.31%
58,137
+2,052
63
$3.68M 0.31%
93,646
-5,428
64
$3.67M 0.31%
114,360
+36,850
65
$3.67M 0.31%
86,825
+1,106
66
$3.58M 0.3%
52,161
-2,448
67
$3.5M 0.29%
82,707
-65,784
68
$3.46M 0.29%
59,743
-5,724
69
$3.42M 0.29%
83,552
-412
70
$3.35M 0.28%
41,547
-6,192
71
$3.31M 0.28%
37,302
+902
72
$3.24M 0.27%
68,616
-1,101
73
$3.2M 0.27%
14,802
+33
74
$3.2M 0.27%
16,498
+6,748
75
$3.15M 0.26%
46,999
-5,787
1 2
3
4 5