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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.3%
+66,015
77
$1.59M 0.29%
+58,387
78
$1.56M 0.28%
+42,654
79
$1.54M 0.28%
+26,958
80
$1.54M 0.28%
+119,978
81
$1.54M 0.28%
+30,834
82
$1.51M 0.28%
+23,825
83
$1.46M 0.27%
+31,539
84
$1.44M 0.26%
+30,038
85
$1.43M 0.26%
+6,621
86
$1.39M 0.25%
+42,775
87
$1.39M 0.25%
+31,113
88
$1.37M 0.25%
+23,848
89
$1.33M 0.24%
+53,373
90
$1.31M 0.24%
+46,025
91
$1.28M 0.23%
+20,822
92
$1.28M 0.23%
+34,520
93
$1.25M 0.23%
+42,778
94
$1.25M 0.23%
+38,212
95
$1.23M 0.23%
+18,925
96
$1.17M 0.21%
+10,935
97
$1.17M 0.21%
+57,416
98
$1.17M 0.21%
+28,260
99
$1.17M 0.21%
+31,654
100
$1.15M 0.21%
+27,124
2 3
4
5 6