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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$764K 0.14%
+10,453
152
$764K 0.14%
+19,412
153
$754K 0.14%
+22,100
154
$751K 0.14%
+56,000
155
$744K 0.14%
+7,174
156
$739K 0.13%
+16,170
157
$734K 0.13%
+10,154
158
$733K 0.13%
+16,245
159
$729K 0.13%
+5,683
160
$729K 0.13%
+28,034
161
$729K 0.13%
+1,903
162
$724K 0.13%
+6,435
163
$721K 0.13%
+13,598
164
$720K 0.13%
+18,712
165
$717K 0.13%
+28,136
166
$704K 0.13%
+17,625
167
$703K 0.13%
+15,380
168
$701K 0.13%
+21,158
169
$701K 0.13%
+5,885
170
$692K 0.13%
+9,287
171
$688K 0.13%
+6,978
172
$688K 0.13%
+167,094
173
$686K 0.13%
+16,789
174
$684K 0.12%
+16,681
175
$680K 0.12%
+7,162
5 6
7
8 9