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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1 +$2.14M
2 +$1.88M
3 +$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1 +$7.04M
2 +$4.83M
3 +$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.53%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.01%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$975K 0.14%
8,814
152
$971K 0.14%
22,856
153
$965K 0.13%
20,550
154
$958K 0.13%
22,268
155
$956K 0.13%
21,876
156
$949K 0.13%
9,915
157
$949K 0.13%
14,581
+3,200
158
$946K 0.13%
36,352
159
$941K 0.13%
27,097
160
$932K 0.13%
21,000
-4,178
161
$925K 0.13%
11,843
162
$920K 0.13%
8,409
-1,413
163
$917K 0.13%
24,707
+515
164
$914K 0.13%
40,436
165
$913K 0.13%
17,625
166
$913K 0.13%
7,009
167
$904K 0.13%
19,912
168
$893K 0.12%
12,570
-400
169
$890K 0.12%
21,673
-1,678
170
$889K 0.12%
3,147
+221
171
$887K 0.12%
12,670
172
$886K 0.12%
33,184
173
$885K 0.12%
10,710
174
$883K 0.12%
28,069
175
$875K 0.12%
82,366