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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.53%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.01%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$205K 0.03%
+77
752
$204K 0.03%
+5,210
753
$204K 0.03%
16,386
754
$203K 0.03%
+7,966
755
$203K 0.03%
+4,600
756
$203K 0.03%
+4,188
757
$203K 0.03%
+2,616
758
$202K 0.03%
+9,381
759
$202K 0.03%
+880
760
$202K 0.03%
+9,885
761
$202K 0.03%
+7,558
762
$201K 0.03%
4,846
763
$201K 0.03%
+1,302
764
$201K 0.03%
+5,806
765
$201K 0.03%
+3,321
766
$200K 0.03%
15,595
+887
767
$200K 0.03%
+3,472
768
$200K 0.03%
+3,236
769
$200K 0.03%
+3,893
770
$195K 0.03%
15,558
771
$193K 0.03%
15,881
772
$183K 0.03%
5,216
+514
773
$182K 0.03%
3,207
774
$182K 0.03%
10,340
775
$182K 0.03%
3,168
29 30
31
32 33