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
$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 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$210K 0.02%
2,109
-400
727
$209K 0.02%
2,468
-1,600
728
$209K 0.02%
+3,515
729
$209K 0.02%
+7,519
730
$207K 0.02%
+6,470
731
$206K 0.02%
4,618
732
$206K 0.02%
6,724
733
$205K 0.02%
5,430
734
$205K 0.02%
+2,644
735
$205K 0.02%
+2,033
736
$205K 0.02%
+7,964
737
$205K 0.02%
+3,740
738
$204K 0.02%
+4,953
739
$203K 0.02%
2,156
-16
740
$203K 0.02%
421
741
$203K 0.02%
+5,158
742
$202K 0.02%
+8,709
743
$202K 0.02%
+8,295
744
$202K 0.02%
+11,068
745
$200K 0.02%
+4,556
746
$199K 0.02%
22,700
+2,700
747
$197K 0.02%
12,146
748
$197K 0.02%
13,984
749
$192K 0.02%
746
750
$187K 0.02%
15,751
28 29
30
31 32