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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$858K 0.14%
22,268
152
$842K 0.14%
15,935
-310
153
$842K 0.14%
15,646
+500
154
$838K 0.14%
6,435
155
$833K 0.14%
28,034
156
$831K 0.14%
19,406
-200
157
$826K 0.14%
5,683
158
$809K 0.14%
3,370
159
$806K 0.13%
15,908
160
$801K 0.13%
2,561
+678
161
$798K 0.13%
22,100
162
$796K 0.13%
6,978
163
$782K 0.13%
22,856
164
$768K 0.13%
18,704
+808
165
$768K 0.13%
17,625
166
$768K 0.13%
19,412
167
$767K 0.13%
1,872
-31
168
$760K 0.13%
16,789
169
$755K 0.13%
14,539
-3,691
170
$753K 0.13%
21,158
171
$744K 0.12%
9,915
172
$741K 0.12%
10,154
173
$740K 0.12%
5,771
-114
174
$739K 0.12%
34,950
175
$739K 0.12%
30,000
5 6
7
8 9