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
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 20%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 8.98%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.2%
58,215
102
$1.47M 0.2%
6,893
+337
103
$1.46M 0.2%
15,490
104
$1.44M 0.19%
11,858
+1,100
105
$1.44M 0.19%
33,705
106
$1.38M 0.19%
27,909
+2,507
107
$1.38M 0.19%
30,141
+982
108
$1.37M 0.18%
10,418
109
$1.35M 0.18%
16,965
+1,300
110
$1.35M 0.18%
57,416
111
$1.34M 0.18%
8,328
+300
112
$1.34M 0.18%
19,312
+2,648
113
$1.32M 0.18%
3,670
+523
114
$1.32M 0.18%
17,925
115
$1.31M 0.18%
23,323
+3,320
116
$1.31M 0.18%
43,000
117
$1.3M 0.17%
24,380
+2,400
118
$1.3M 0.17%
19,019
-100
119
$1.27M 0.17%
7,682
+1,133
120
$1.27M 0.17%
16,100
+519
121
$1.27M 0.17%
15,018
122
$1.26M 0.17%
19,658
123
$1.24M 0.17%
14,881
-1,599
124
$1.23M 0.17%
5,097
+3,808
125
$1.2M 0.16%
30,956
3 4
5
6 7