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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.53%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.01%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.16%
63,916
+320
127
$1.16M 0.16%
21,980
128
$1.15M 0.16%
30,642
-1,100
129
$1.14M 0.16%
73,932
130
$1.14M 0.16%
11,521
-1,720
131
$1.13M 0.16%
15,581
+363
132
$1.12M 0.16%
22,371
+3,850
133
$1.08M 0.15%
43,964
134
$1.08M 0.15%
7,972
135
$1.07M 0.15%
30,698
136
$1.07M 0.15%
17,031
+1,036
137
$1.07M 0.15%
10,125
138
$1.07M 0.15%
10,211
139
$1.05M 0.15%
13,479
140
$1.04M 0.14%
28,034
141
$1.03M 0.14%
54,867
142
$1.02M 0.14%
16,011
143
$1.02M 0.14%
6,549
+440
144
$1.02M 0.14%
19,406
145
$1.01M 0.14%
26,765
146
$1.01M 0.14%
24,708
147
$1.01M 0.14%
13,318
+650
148
$1M 0.14%
20,486
+1,373
149
$997K 0.14%
23,798
+1,640
150
$997K 0.14%
14,890
4 5
6
7 8