SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.14M 0.17%
92,181
+25,125
127
$7.08M 0.17%
64,812
-1,995
128
$6.89M 0.16%
8,652
+89
129
$6.85M 0.16%
62,286
+8,513
130
$6.85M 0.16%
26,166
-723
131
$6.79M 0.16%
230,674
-11,437
132
$6.72M 0.16%
43,574
-1,337
133
$6.69M 0.16%
112,029
+17,343
134
$6.58M 0.16%
426,758
+67
135
$6.4M 0.15%
101,002
-15,000
136
$6.3M 0.15%
17,089
-503
137
$6.29M 0.15%
125,202
-40,179
138
$6.19M 0.15%
100,519
-2,667
139
$6.19M 0.15%
51,803
-3,183
140
$6.11M 0.15%
62,752
-2,814
141
$6.03M 0.14%
83,976
-44,895
142
$6.02M 0.14%
28,351
-8,728
143
$5.96M 0.14%
25,528
-1,191
144
$5.95M 0.14%
129,081
-5,393
145
$5.68M 0.14%
80,198
146
$5.54M 0.13%
34,670
-1,712
147
$5.5M 0.13%
160,689
-7,234
148
$5.32M 0.13%
137,194
-5,664
149
$5.32M 0.13%
120,942
-4,770
150
$5.25M 0.13%
41,091
-565
4 5
6
7 8