SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.15M 0.21%
+6,211
102
$1.14M 0.21%
+28,487
103
$1.13M 0.21%
+30,191
104
$1.09M 0.2%
+17,863
105
$1.06M 0.19%
+28,371
106
$1.06M 0.19%
+1,279
107
$1.05M 0.19%
+44,637
108
$1.04M 0.19%
+13,903
109
$1.03M 0.19%
+19,869
110
$1.02M 0.19%
+7,064
111
$1.01M 0.18%
+27,097
112
$995K 0.18%
+28,556
113
$979K 0.18%
+22,890
114
$968K 0.18%
+21,483
115
$968K 0.18%
+15,890
116
$967K 0.18%
+21,912
117
$952K 0.17%
+15,018
118
$947K 0.17%
+5,774
119
$947K 0.17%
+30,698
120
$942K 0.17%
+15,289
121
$924K 0.17%
+22,821
122
$905K 0.17%
+22,268
123
$905K 0.17%
+76,980
124
$894K 0.16%
+16,000
125
$884K 0.16%
+14,626
3 4
5
6 7