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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$735K 0.12%
15,380
177
$730K 0.12%
17,830
178
$728K 0.12%
7,174
179
$714K 0.12%
16,681
180
$706K 0.12%
29,073
181
$705K 0.12%
21,748
182
$704K 0.12%
+20,187
183
$691K 0.12%
18,623
+434
184
$685K 0.11%
43,964
185
$679K 0.11%
8,216
186
$674K 0.11%
38,449
+4,991
187
$673K 0.11%
10,710
-112
188
$670K 0.11%
6,267
-166
189
$667K 0.11%
28,136
190
$663K 0.11%
12,460
+4,900
191
$662K 0.11%
10,951
192
$660K 0.11%
21,835
+602
193
$658K 0.11%
33,363
194
$657K 0.11%
47,717
+3,197
195
$655K 0.11%
13,019
-300
196
$652K 0.11%
9,096
197
$646K 0.11%
11,806
198
$646K 0.11%
11,638
199
$644K 0.11%
9,360
200
$641K 0.11%
17,479
6 7
8
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