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
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 20%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 8.98%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$115K 0.02%
12,873
752
$90K 0.01%
2,393
753
$87K 0.01%
10,905
754
$56K 0.01%
3,331
755
$40K 0.01%
2,750
756
$35K ﹤0.01%
1,632
757
$32K ﹤0.01%
774
758
– –
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759
– –
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760
– –
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761
– –
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762
– –
-8,709
763
– –
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764
– –
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765
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767
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768
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769
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770
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771
– –
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772
– –
-25,000
773
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774
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775
– –
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29 30
31
32 33