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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.88%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$242K 0.02%
+4,272
727
$242K 0.02%
4,417
728
$241K 0.02%
7,482
729
$241K 0.02%
10,215
-5,124
730
$240K 0.02%
+7,214
731
$240K 0.02%
1,704
-772
732
$240K 0.02%
4,000
733
$239K 0.02%
9,408
734
$238K 0.02%
50,000
735
$237K 0.02%
+6,474
736
$236K 0.02%
4,665
-2,025
737
$236K 0.02%
6,037
738
$236K 0.02%
3,001
739
$236K 0.02%
22,700
740
$235K 0.02%
3,636
741
$234K 0.02%
10,013
742
$232K 0.02%
3,124
743
$232K 0.02%
1,830
744
$231K 0.02%
+6,383
745
$231K 0.02%
9,020
746
$231K 0.02%
4,645
747
$230K 0.02%
3,728
-2,500
748
$230K 0.02%
8,363
749
$229K 0.02%
14,289
750
$229K 0.02%
6,501
28 29
30
31 32