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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.28%
15,919
-3,133
77
$1.69M 0.28%
30,307
-527
78
$1.66M 0.28%
6,890
+269
79
$1.66M 0.28%
119,978
80
$1.65M 0.28%
42,880
+4,668
81
$1.63M 0.27%
66,015
82
$1.6M 0.27%
26,958
83
$1.56M 0.26%
32,138
+2,100
84
$1.55M 0.26%
31,539
85
$1.53M 0.26%
42,814
+36
86
$1.52M 0.26%
23,825
87
$1.51M 0.25%
48,169
+2,144
88
$1.5M 0.25%
17,380
-3,651
89
$1.49M 0.25%
+44,543
90
$1.44M 0.24%
31,113
91
$1.41M 0.24%
59,672
+1,285
92
$1.39M 0.23%
33,309
+288
93
$1.35M 0.23%
1,338
+59
94
$1.34M 0.22%
21,730
+908
95
$1.31M 0.22%
20,604
-3,244
96
$1.29M 0.22%
30,191
97
$1.27M 0.21%
32,037
+383
98
$1.25M 0.21%
27,124
99
$1.24M 0.21%
18,925
100
$1.24M 0.21%
34,083
-437
2 3
4
5 6