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
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 20%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 8.98%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.09M 0.28%
29,633
+3,165
77
$2.06M 0.28%
46,528
+1,685
78
$2.05M 0.28%
47,012
+27,100
79
$2.05M 0.28%
14,830
-63
80
$2.04M 0.27%
31,339
81
$2.03M 0.27%
72,260
+13,305
82
$2.02M 0.27%
18,517
83
$1.97M 0.27%
78,824
+31,354
84
$1.97M 0.26%
38,322
+3,546
85
$1.97M 0.26%
57,337
+5,902
86
$1.94M 0.26%
34,227
87
$1.89M 0.25%
19,272
-113
88
$1.87M 0.25%
20,059
-700
89
$1.81M 0.24%
8,282
+1,017
90
$1.81M 0.24%
44,313
+9,264
91
$1.77M 0.24%
29,444
92
$1.76M 0.24%
26,958
93
$1.71M 0.23%
19,737
+1,451
94
$1.6M 0.22%
74,107
+10,481
95
$1.6M 0.22%
30,491
+300
96
$1.59M 0.21%
37,287
+2,400
97
$1.58M 0.21%
30,813
+1,000
98
$1.56M 0.21%
60,571
+2,184
99
$1.53M 0.21%
21,030
+2,879
100
$1.51M 0.2%
34,088
+780
2 3
4
5 6