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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.44%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.88M 0.16%
15,310
127
$1.85M 0.15%
11,658
-3,302
128
$1.85M 0.15%
28,708
-4,560
129
$1.84M 0.15%
24,221
+100
130
$1.83M 0.15%
28,726
+22,526
131
$1.81M 0.15%
24,027
132
$1.8M 0.15%
18,507
+39
133
$1.79M 0.15%
12,771
+5,400
134
$1.76M 0.15%
+53,328
135
$1.75M 0.15%
+97,158
136
$1.72M 0.14%
+94,943
137
$1.72M 0.14%
27,090
138
$1.71M 0.14%
27,098
+996
139
$1.7M 0.14%
6,284
140
$1.68M 0.14%
9,509
141
$1.65M 0.14%
32,400
-15,460
142
$1.64M 0.14%
+18,040
143
$1.62M 0.14%
+109,035
144
$1.61M 0.13%
+24,082
145
$1.6M 0.13%
31,639
-300
146
$1.58M 0.13%
+62,283
147
$1.57M 0.13%
16,162
+101
148
$1.56M 0.13%
42,659
149
$1.54M 0.13%
16,710
-300
150
$1.52M 0.13%
21,082
4 5
6
7 8