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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$968K 0.16%
15,230
+604
127
$952K 0.16%
22,604
-286
128
$931K 0.16%
9,656
129
$929K 0.16%
15,440
+1,800
130
$928K 0.16%
29,356
+800
131
$925K 0.15%
7,162
132
$922K 0.15%
30,698
133
$919K 0.15%
5,919
+344
134
$917K 0.15%
15,353
+64
135
$915K 0.15%
13,479
136
$912K 0.15%
58,900
+2,900
137
$910K 0.15%
30,142
138
$910K 0.15%
74,950
139
$908K 0.15%
9,858
+7,200
140
$904K 0.15%
10,453
141
$902K 0.15%
21,912
142
$897K 0.15%
8,590
143
$896K 0.15%
16,285
144
$895K 0.15%
14,705
+261
145
$882K 0.15%
26,522
146
$880K 0.15%
16,788
+788
147
$871K 0.15%
10,125
148
$866K 0.14%
20,140
149
$864K 0.14%
16,170
150
$861K 0.14%
24,708
4 5
6
7 8