We are live on ! Find out more
SCM

Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
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
+$28.1M
2
+$3.73M
3
+$2.54M
4
META icon
Meta Platforms (Facebook)
META
+$1.52M
5
SO icon
Southern Company
SO
+$1.19M

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 19.99%
2 Healthcare 15.25%
3 Financials 11.95%
4 Industrials 9.03%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-4,846
777
– –
-5,774
778
– –
-8,709
779
– –
-16,700
780
– –
-1,302
781
– –
-3,760
782
– –
-4,696
783
– –
-9,578
784
– –
-8,124
785
– –
-4,321
786
– –
-22,551
787
– –
-3,236
788
– –
-5,247
789
– –
-4,366
790
– –
-9,381
791
– –
-26,784
792
– –
-880
793
– –
-3,893
794
– –
-4,188
795
– –
-9,468
796
– –
-9,885
797
– –
-2,616
798
– –
-12,981
799
– –
-7,190
800
– –
-2,129
29 30 31
32
33