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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.7M 0.15%
18,090
-1,600
127
$1.67M 0.15%
17,010
128
$1.65M 0.15%
11,955
+500
129
$1.63M 0.14%
16,061
+783
130
$1.63M 0.14%
31,765
-6,500
131
$1.57M 0.14%
48,216
-10,000
132
$1.57M 0.14%
18,468
+15,770
133
$1.57M 0.14%
26,829
-3,204
134
$1.55M 0.14%
28,112
-50
135
$1.55M 0.14%
16,421
-1,234
136
$1.54M 0.14%
67,000
+7,000
137
$1.53M 0.13%
24,121
+2,400
138
$1.52M 0.13%
7
139
$1.5M 0.13%
32,277
140
$1.48M 0.13%
58,180
141
$1.48M 0.13%
97,800
+35,000
142
$1.48M 0.13%
30,489
+6,119
143
$1.46M 0.13%
16,962
-962
144
$1.46M 0.13%
16,526
-3,300
145
$1.44M 0.13%
27,090
146
$1.44M 0.13%
28,968
147
$1.44M 0.13%
31,939
+500
148
$1.44M 0.13%
6,284
-1,122
149
$1.44M 0.13%
15,004
+10
150
$1.4M 0.12%
5,654
4 5
6
7 8