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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$178K 0.02%
6,061
727
$176K 0.02%
14,532
728
$173K 0.02%
13,984
729
$171K 0.02%
16,229
730
$169K 0.01%
15,751
731
$167K 0.01%
20,276
732
$167K 0.01%
28,000
733
$166K 0.01%
16,403
734
$159K 0.01%
746
735
$159K 0.01%
15,104
736
$159K 0.01%
14,123
737
$157K 0.01%
10,013
738
$155K 0.01%
20,000
739
$154K 0.01%
4,644
740
$152K 0.01%
16,841
741
$134K 0.01%
11,140
-2,339
742
$120K 0.01%
18,087
743
$119K 0.01%
853
744
$117K 0.01%
4,672
+759
745
$105K 0.01%
3,168
746
$105K 0.01%
1,423
747
$89K 0.01%
15,839
+336
748
$76K 0.01%
3,331
749
$70K 0.01%
82
750
$70K 0.01%
14,920
28 29
30
31 32