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
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.15M 0.12%
17,308
-573
152
$5.08M 0.12%
69,100
-3,081
153
$5.07M 0.12%
34,401
+14,818
154
$4.94M 0.12%
120,039
-8,516
155
$4.87M 0.12%
9,254
-416
156
$4.86M 0.12%
71,743
+15,202
157
$4.65M 0.11%
53,424
-1,278
158
$4.59M 0.11%
27,304
159
$4.52M 0.11%
178,526
+11,342
160
$4.48M 0.11%
21,634
161
$4.47M 0.11%
30,955
-1,876
162
$4.45M 0.11%
9,492
-302
163
$4.41M 0.11%
64,641
-1,743
164
$4.4M 0.1%
54,518
-2,990
165
$4.37M 0.1%
35,853
-700
166
$4.34M 0.1%
142,530
-6,502
167
$4.28M 0.1%
10,192
-661
168
$4.23M 0.1%
144,747
169
$4.18M 0.1%
25,243
-1,343
170
$4.09M 0.1%
11,166
-25
171
$4.05M 0.1%
7,976
-32
172
$4.03M 0.1%
73,608
173
$3.97M 0.09%
14,013
-733
174
$3.89M 0.09%
82,617
+75,748
175
$3.86M 0.09%
48,763
-2,650
5 6
7
8 9