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
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20M 0.48%
150,903
-23,402
52
$19.9M 0.48%
142,639
-3,065
53
$19.3M 0.46%
330,507
+131,760
54
$19.1M 0.45%
229,964
+111,093
55
$18.9M 0.45%
215,466
+30,325
56
$18.4M 0.44%
33,661
+8,377
57
$18.1M 0.43%
59,246
-5,221
58
$18M 0.43%
34,291
+91
59
$17.5M 0.42%
618,987
+253,234
60
$16.9M 0.4%
150,834
-4,748
61
$16.7M 0.4%
78,951
-3,940
62
$16.5M 0.39%
171,605
-45,912
63
$16.5M 0.39%
64,879
+7,885
64
$16.4M 0.39%
167,248
-5,248
65
$16.3M 0.39%
95,937
-10,606
66
$16.3M 0.39%
44,382
-6,656
67
$15.1M 0.36%
158,625
+8,745
68
$14.8M 0.35%
81,088
-4,429
69
$14.7M 0.35%
128,744
-170
70
$14.4M 0.34%
71,407
+1,859
71
$14.3M 0.34%
17,328
-493
72
$14.2M 0.34%
121,954
+114,710
73
$14M 0.33%
156,028
+21,557
74
$13.6M 0.33%
71,801
-622
75
$13.6M 0.32%
43,685
+480
1 2
3
4 5