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
$1.17B
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 19.44%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$184K 0.02%
+13,509
752
$184K 0.02%
15,104
753
$179K 0.01%
6,061
754
$177K 0.01%
13,108
755
$176K 0.01%
+14,289
756
$176K 0.01%
+10,149
757
$175K 0.01%
+13,284
758
$175K 0.01%
10,013
759
$174K 0.01%
14,532
760
$170K 0.01%
10,831
761
$169K 0.01%
16,403
762
$169K 0.01%
+26,690
763
$166K 0.01%
4,644
764
$155K 0.01%
11,158
765
$153K 0.01%
16,841
766
$146K 0.01%
+1,673
767
$134K 0.01%
18,087
768
$129K 0.01%
11,140
769
$125K 0.01%
4,672
770
$115K 0.01%
+3,025
771
$111K 0.01%
3,168
772
$103K 0.01%
82
773
$95K 0.01%
853
774
$93K 0.01%
15,839
775
$89K 0.01%
1,423
29 30
31
32 33