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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.39M 0.12%
24,881
152
$1.36M 0.12%
42,953
153
$1.35M 0.12%
14,905
+2
154
$1.35M 0.12%
17,092
+1,001
155
$1.35M 0.12%
8,531
+7
156
$1.34M 0.12%
49,363
-2,696
157
$1.34M 0.12%
19,115
+2,336
158
$1.33M 0.12%
49,092
159
$1.33M 0.12%
28,906
+900
160
$1.31M 0.12%
60,984
+24,303
161
$1.3M 0.11%
50,138
-982
162
$1.3M 0.11%
9,509
-495
163
$1.27M 0.11%
32,514
+6,652
164
$1.27M 0.11%
36,782
-3,138
165
$1.26M 0.11%
32,442
-1,200
166
$1.25M 0.11%
26,787
+8
167
$1.24M 0.11%
31,503
-3,714
168
$1.24M 0.11%
30,191
169
$1.24M 0.11%
31,231
170
$1.23M 0.11%
14,279
-4,200
171
$1.22M 0.11%
11,798
172
$1.22M 0.11%
10,252
-260
173
$1.22M 0.11%
11,340
-1,368
174
$1.21M 0.11%
114,347
-6,538
175
$1.21M 0.11%
42,659
-2,966
5 6
7
8 9