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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.2%
28,260
102
$1.17M 0.2%
6,939
-125
103
$1.17M 0.2%
28,802
+431
104
$1.16M 0.19%
6,298
+87
105
$1.15M 0.19%
57,416
106
$1.14M 0.19%
44,637
107
$1.14M 0.19%
19,719
-150
108
$1.14M 0.19%
34,335
109
$1.11M 0.19%
63,572
+1,868
110
$1.1M 0.18%
15,690
-200
111
$1.1M 0.18%
29,087
+600
112
$1.08M 0.18%
22,551
-270
113
$1.08M 0.18%
18,084
+221
114
$1.07M 0.18%
14,215
+312
115
$1.06M 0.18%
33,184
116
$1.05M 0.18%
5,774
117
$1.03M 0.17%
76,980
118
$1.03M 0.17%
15,018
119
$1.03M 0.17%
8,535
120
$1.03M 0.17%
12,277
+383
121
$1.02M 0.17%
21,767
+284
122
$1.02M 0.17%
9,551
-1,384
123
$992K 0.17%
10,418
124
$988K 0.17%
27,097
125
$976K 0.16%
12,010
-162
3 4
5
6 7