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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1 +$7.97M
2 +$6.7M
3 +$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1 +$2.36M
2 +$2.03M
3 +$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.81M 0.25%
93,963
+3,156
77
$2.77M 0.24%
28,276
+1,215
78
$2.76M 0.24%
36,400
-381
79
$2.73M 0.24%
193,170
-1,500
80
$2.72M 0.24%
16,478
-1,000
81
$2.65M 0.23%
28,978
-2,900
82
$2.59M 0.23%
77,510
-4,586
83
$2.58M 0.23%
30,933
+3,383
84
$2.56M 0.23%
68,061
85
$2.53M 0.22%
20,740
-6,900
86
$2.48M 0.22%
45,662
-16,432
87
$2.48M 0.22%
19,428
-366
88
$2.43M 0.21%
99,885
+2,982
89
$2.41M 0.21%
32,478
-962
90
$2.37M 0.21%
6,789
+1
91
$2.36M 0.21%
90,973
+1,049
92
$2.34M 0.21%
17,028
-2,898
93
$2.33M 0.21%
41,164
-2,292
94
$2.33M 0.21%
132,557
+58
95
$2.3M 0.2%
61,728
-128
96
$2.29M 0.2%
1,945,200
+351,960
97
$2.28M 0.2%
47,860
98
$2.27M 0.2%
83,989
-3,179
99
$2.26M 0.2%
20,363
+1,154
100
$2.24M 0.2%
10,088