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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.88%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.48M 0.19%
39,445
+25,700
102
$2.48M 0.19%
206,826
+600
103
$2.43M 0.18%
81,786
104
$2.43M 0.18%
20,746
-200
105
$2.39M 0.18%
20,755
-2,400
106
$2.38M 0.18%
42,566
-13,000
107
$2.35M 0.18%
+80,268
108
$2.35M 0.18%
83,789
-200
109
$2.35M 0.18%
10,088
110
$2.33M 0.18%
33,802
111
$2.29M 0.17%
80,275
112
$2.25M 0.17%
23,571
+19,100
113
$2.24M 0.17%
33,285
114
$2.23M 0.17%
41,862
-3,600
115
$2.22M 0.17%
+44,987
116
$2.21M 0.17%
63,256
+46,600
117
$2.17M 0.17%
26,215
+7,157
118
$2.14M 0.16%
48,212
119
$2.11M 0.16%
17,025
-3,615
120
$2.1M 0.16%
26,849
-1,180
121
$2.1M 0.16%
51,159
+33,001
122
$2.09M 0.16%
115,395
123
$2.07M 0.16%
19,963
-100
124
$2.07M 0.16%
17,638
125
$2.06M 0.16%
18,585
-3,141
3 4
5
6 7