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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1 +$4.66M
2 +$4.44M
3 +$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1 +$6.39M
2 +$3.43M
3 +$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.44%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$3.01M 0.25%
16,518
+40
77
$2.94M 0.25%
57,294
78
$2.93M 0.24%
68,061
79
$2.86M 0.24%
28,978
80
$2.8M 0.23%
58,095
+36,595
81
$2.77M 0.23%
115,425
+15,540
82
$2.77M 0.23%
1,617,200
-328,000
83
$2.73M 0.23%
6,788
-1
84
$2.71M 0.23%
132,499
-58
85
$2.69M 0.22%
81,786
-2,300
86
$2.67M 0.22%
83,224
-7,749
87
$2.65M 0.22%
55,566
-2,716
88
$2.63M 0.22%
193,170
89
$2.58M 0.22%
+715
90
$2.48M 0.21%
26,761
-1,515
91
$2.45M 0.2%
+80,275
92
$2.42M 0.2%
23,155
+186
93
$2.42M 0.2%
21,726
+1,363
94
$2.38M 0.2%
20,640
-100
95
$2.35M 0.2%
43,595
-7,860
96
$2.35M 0.2%
33,802
-35,332
97
$2.31M 0.19%
50,071
+43,526
98
$2.29M 0.19%
48,212
-119
99
$2.26M 0.19%
28,029
-8,414
100
$2.26M 0.19%
45,462
-200