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
776
$220K 0.02%
8,198
777
$219K 0.02%
+3,015
778
$218K 0.02%
+2,025
779
$218K 0.02%
3,433
-500
780
$217K 0.02%
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781
$217K 0.02%
275
782
$217K 0.02%
2,019
783
$216K 0.02%
+4,843
784
$216K 0.02%
421
785
$215K 0.02%
4,031
786
$215K 0.02%
6,956
-1,500
787
$213K 0.02%
11,760
788
$213K 0.02%
4,863
789
$213K 0.02%
+3,874
790
$213K 0.02%
+8,063
791
$212K 0.02%
1,552
-1,782
792
$212K 0.02%
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793
$212K 0.02%
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794
$212K 0.02%
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795
$212K 0.02%
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796
$211K 0.02%
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797
$211K 0.02%
+9,667
798
$211K 0.02%
7,519
799
$211K 0.02%
+3,477
800
$210K 0.02%
4,644
30 31
32
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