SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11M 0.26%
154,828
+74,049
102
$10.9M 0.26%
71,554
+9,736
103
$10.7M 0.25%
51,080
-35,116
104
$10.7M 0.25%
44,849
-428
105
$10.4M 0.25%
44,844
-57
106
$10.3M 0.25%
50,348
-1,855
107
$10.1M 0.24%
76,357
+52,515
108
$10M 0.24%
37,250
-7,324
109
$9.89M 0.24%
36,768
-1,858
110
$9.51M 0.23%
72,701
-200
111
$9.49M 0.23%
38,674
-56,949
112
$9.14M 0.22%
139,327
+132,124
113
$9.06M 0.22%
76,537
-3,030
114
$8.82M 0.21%
262,676
+246,722
115
$8.75M 0.21%
2,295
+1,097
116
$8.3M 0.2%
146,675
-4,906
117
$8.08M 0.19%
103,158
+12,199
118
$7.88M 0.19%
75,041
-1,832
119
$7.81M 0.19%
11,789
-613
120
$7.64M 0.18%
107,807
-27,313
121
$7.62M 0.18%
26,442
+3,984
122
$7.58M 0.18%
26,778
-3,530
123
$7.55M 0.18%
31,965
+3,958
124
$7.55M 0.18%
12,806
-569
125
$7.44M 0.18%
79,364
-130
3 4
5
6 7