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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$678K 0.12%
+3,370
177
$675K 0.12%
+4,075
178
$670K 0.12%
+15,252
179
$669K 0.12%
+15,146
180
$667K 0.12%
+8,216
181
$664K 0.12%
+9,915
182
$661K 0.12%
+10,092
183
$655K 0.12%
+11,806
184
$654K 0.12%
+13,319
185
$651K 0.12%
+4,094
186
$651K 0.12%
+18,189
187
$650K 0.12%
+9,399
188
$647K 0.12%
+21,748
189
$632K 0.12%
+8,457
190
$631K 0.12%
+25,016
191
$628K 0.11%
+9,656
192
$624K 0.11%
+10,020
193
$624K 0.11%
+26,590
194
$614K 0.11%
+9,493
195
$613K 0.11%
+9,096
196
$600K 0.11%
+13,422
197
$599K 0.11%
+17,039
198
$595K 0.11%
+16,656
199
$595K 0.11%
+6,006
200
$594K 0.11%
+44,520
6 7
8
9 10