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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$884K 0.16%
+61,704
127
$879K 0.16%
+12,172
128
$871K 0.16%
+13,640
129
$865K 0.16%
+8,535
130
$864K 0.16%
+10,125
131
$863K 0.16%
+10,418
132
$862K 0.16%
+34,335
133
$858K 0.16%
+26,522
134
$855K 0.16%
+13,479
135
$854K 0.16%
+33,184
136
$851K 0.16%
+24,708
137
$849K 0.15%
+8,590
138
$845K 0.15%
+30,142
139
$843K 0.15%
+74,950
140
$831K 0.15%
+18,230
141
$815K 0.15%
+17,830
142
$810K 0.15%
+30,000
143
$809K 0.15%
+11,894
144
$805K 0.15%
+14,444
145
$805K 0.15%
+16,285
146
$801K 0.15%
+19,606
147
$794K 0.14%
+15,908
148
$789K 0.14%
+20,140
149
$788K 0.14%
+22,856
150
$770K 0.14%
+34,950
4 5
6
7 8