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
76
$2.02M 0.28%
19,385
+6
77
$1.98M 0.28%
34,227
78
$1.97M 0.28%
1,641
+98
79
$1.96M 0.27%
50,570
+2,582
80
$1.89M 0.26%
14,893
-200
81
$1.88M 0.26%
+29,444
82
$1.86M 0.26%
44,843
+406
83
$1.85M 0.26%
20,759
-33,860
84
$1.84M 0.26%
26,958
85
$1.83M 0.26%
26,468
+695
86
$1.82M 0.25%
29,360
87
$1.81M 0.25%
51,435
+1,681
88
$1.74M 0.24%
+43,000
89
$1.66M 0.23%
58,955
-527
90
$1.59M 0.22%
34,776
+423
91
$1.57M 0.22%
33,308
+552
92
$1.56M 0.22%
47,470
+5,251
93
$1.55M 0.22%
18,286
-1,257
94
$1.53M 0.21%
33,705
95
$1.52M 0.21%
30,191
96
$1.52M 0.21%
19,119
97
$1.48M 0.21%
34,887
98
$1.47M 0.21%
57,416
99
$1.46M 0.2%
58,215
-10,500
100
$1.45M 0.2%
29,813
2 3
4
5 6