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
801
-7,492
802
-4,094
803
-10,366
804
-18,530
805
-14,825
806
-7,400
807
-4,978
808
-3,525
809
-19,540
810
-8,198
811
-3,075
812
-33,363
813
-3,352
814
-3,772
815
-7,045
816
-2,460
817
-7,962
818
-7,683
819
-4,035
820
-8,533