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
776
$180K 0.03%
13,583
+1,538
777
$179K 0.03%
16,277
+1,016
778
$178K 0.02%
+17,246
779
$172K 0.02%
14,000
780
$169K 0.02%
13,218
+1,628
781
$165K 0.02%
11,346
782
$163K 0.02%
14,914
783
$160K 0.02%
11,820
784
$158K 0.02%
14,956
+872
785
$156K 0.02%
12,888
786
$147K 0.02%
11,526
787
$145K 0.02%
12,873
788
$128K 0.02%
3,913
789
$120K 0.02%
15,928
790
$116K 0.02%
1,482
791
$103K 0.01%
2,393
+303
792
$92K 0.01%
24,779
793
$87K 0.01%
+10,905
794
$65K 0.01%
3,331
+525
795
$64K 0.01%
+2,611
796
$60K 0.01%
1,632
797
$55K 0.01%
2,750
798
$49K 0.01%
774
799
– –
-3,611
800
– –
-93,018
29 30 31
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