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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1 +$4.66M
2 +$4.44M
3 +$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1 +$6.39M
2 +$3.43M
3 +$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.44%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.25M 0.19%
20,640
+2,819
102
$2.24M 0.19%
61,214
-514
103
$2.23M 0.19%
30,145
+177
104
$2.2M 0.18%
17,128
-2,300
105
$2.19M 0.18%
17,327
+299
106
$2.18M 0.18%
25,530
107
$2.18M 0.18%
+33,285
108
$2.16M 0.18%
70,621
+40,518
109
$2.16M 0.18%
10,088
110
$2.13M 0.18%
17,638
+103
111
$2.13M 0.18%
17,122
-21
112
$2.1M 0.18%
206,226
-900
113
$2.09M 0.17%
25,298
-7,180
114
$2.09M 0.17%
32,398
-8,766
115
$2.05M 0.17%
46,236
+600
116
$2.03M 0.17%
83,989
117
$2.03M 0.17%
108,600
118
$2.01M 0.17%
82,038
119
$2M 0.17%
53,283
+34,905
120
$1.97M 0.16%
17,907
121
$1.96M 0.16%
20,063
122
$1.92M 0.16%
18,789
-2,903
123
$1.92M 0.16%
32,297
-8,700
124
$1.89M 0.16%
20,946
-8
125
$1.88M 0.16%
115,395
+45,395