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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.44%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.51M 0.13%
7
152
$1.51M 0.13%
24,429
-2,400
153
$1.51M 0.13%
67,000
154
$1.5M 0.13%
32,277
155
$1.48M 0.12%
16,962
156
$1.47M 0.12%
+70,856
157
$1.47M 0.12%
24,881
158
$1.47M 0.12%
111,250
-3,097
159
$1.47M 0.12%
27,265
-4,500
160
$1.46M 0.12%
154,330
+33,000
161
$1.46M 0.12%
47,596
-620
162
$1.44M 0.12%
11,483
-472
163
$1.44M 0.12%
36,632
-150
164
$1.43M 0.12%
9,704
-23,289
165
$1.41M 0.12%
53,925
166
$1.4M 0.12%
35,370
+4,881
167
$1.39M 0.12%
26,318
-1,794
168
$1.37M 0.11%
13,426
-3,100
169
$1.34M 0.11%
97,800
170
$1.33M 0.11%
16,821
+400
171
$1.32M 0.11%
39,923
+13,200
172
$1.31M 0.11%
31,503
173
$1.31M 0.11%
11,803
+463
174
$1.29M 0.11%
32,342
-100
175
$1.28M 0.11%
+2,113
5 6
7
8 9