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
751
$229K 0.02%
25,000
752
$228K 0.02%
+3,316
753
$228K 0.02%
8,145
754
$228K 0.02%
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755
$228K 0.02%
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756
$228K 0.02%
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$227K 0.02%
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758
$227K 0.02%
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759
$227K 0.02%
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760
$226K 0.02%
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761
$226K 0.02%
30,393
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762
$226K 0.02%
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763
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764
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765
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766
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767
$224K 0.02%
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$222K 0.02%
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$222K 0.02%
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771
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772
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2,618
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773
$222K 0.02%
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774
$221K 0.02%
14,859
-200
775
$221K 0.02%
1,952
+62
29 30
31
32 33