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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.53%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.01%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.2%
63,626
+7,077
102
$1.39M 0.19%
16,480
-300
103
$1.38M 0.19%
6,556
+101
104
$1.37M 0.19%
25,402
+2,651
105
$1.36M 0.19%
15,490
106
$1.36M 0.19%
9,468
107
$1.36M 0.19%
7,265
+495
108
$1.36M 0.19%
29,159
+234
109
$1.35M 0.19%
58,387
-385
110
$1.34M 0.19%
19,658
-1,169
111
$1.27M 0.18%
30,956
-12,200
112
$1.27M 0.18%
10,758
+900
113
$1.26M 0.18%
18,151
+973
114
$1.26M 0.18%
43,730
+4,172
115
$1.26M 0.18%
22,551
116
$1.25M 0.17%
10,418
117
$1.23M 0.17%
35,049
+1,941
118
$1.22M 0.17%
15,018
119
$1.22M 0.17%
8,028
+1,050
120
$1.21M 0.17%
16,664
+1,002
121
$1.21M 0.17%
17,925
-1,000
122
$1.2M 0.17%
20,003
+1,019
123
$1.19M 0.17%
5,774
124
$1.18M 0.16%
15,665
+5,400
125
$1.18M 0.16%
13,583
+716
3 4
5
6 7