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
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 20%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 8.98%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.16%
20,550
127
$1.19M 0.16%
73,932
128
$1.19M 0.16%
15,435
+1,852
129
$1.18M 0.16%
43,964
130
$1.18M 0.16%
43,730
131
$1.17M 0.16%
30,142
-500
132
$1.16M 0.16%
63,916
133
$1.13M 0.15%
10,211
134
$1.08M 0.15%
24,176
+3,690
135
$1.08M 0.14%
30,698
136
$1.07M 0.14%
21,000
137
$1.07M 0.14%
9,572
+1,007
138
$1.06M 0.14%
6,800
139
$1.06M 0.14%
13,479
140
$1.05M 0.14%
7,009
141
$1.05M 0.14%
15,371
+2,701
142
$1.05M 0.14%
13,818
+500
143
$1.04M 0.14%
26,765
144
$1.04M 0.14%
7,972
145
$1.04M 0.14%
9,915
146
$1.04M 0.14%
14,086
+3,192
147
$1.03M 0.14%
27,189
+3,391
148
$1.02M 0.14%
19,406
149
$1.01M 0.14%
24,771
+2,400
150
$1.01M 0.14%
16,011
4 5
6
7 8