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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1 +$7.97M
2 +$6.7M
3 +$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1 +$2.36M
2 +$2.03M
3 +$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.24M 0.2%
22,969
+114
102
$2.21M 0.19%
14,960
-198
103
$2.2M 0.19%
82,038
-2,022
104
$2.19M 0.19%
29,968
+610
105
$2.19M 0.19%
48,331
-1,681
106
$2M 0.18%
30,000
107
$2M 0.18%
17,907
-1,243
108
$1.97M 0.17%
17,143
109
$1.97M 0.17%
17,535
110
$1.97M 0.17%
84,086
-2,572
111
$1.96M 0.17%
108,600
-3,870
112
$1.93M 0.17%
25,530
-1,413
113
$1.93M 0.17%
24,027
-10,200
114
$1.91M 0.17%
40,997
115
$1.89M 0.17%
17,821
-518
116
$1.89M 0.17%
33,268
+365
117
$1.81M 0.16%
45,636
-1,643
118
$1.8M 0.16%
207,126
-8,454
119
$1.8M 0.16%
26,102
+2,515
120
$1.79M 0.16%
+9,750
121
$1.79M 0.16%
15,310
-162
122
$1.77M 0.16%
37,707
+2,904
123
$1.75M 0.15%
20,063
-500
124
$1.71M 0.15%
20,954
+8
125
$1.7M 0.15%
21,692
+7