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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.53%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.01%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$867K 0.12%
7,174
177
$856K 0.12%
16,094
178
$856K 0.12%
17,830
179
$854K 0.12%
5,322
180
$849K 0.12%
21,712
181
$840K 0.12%
9,287
182
$840K 0.12%
15,908
183
$839K 0.12%
6,800
184
$838K 0.12%
32,500
+1,000
185
$832K 0.12%
13,358
186
$830K 0.12%
3,277
187
$824K 0.12%
16,254
188
$820K 0.11%
1,872
189
$812K 0.11%
55,500
190
$811K 0.11%
20,140
191
$811K 0.11%
8,565
+1,725
192
$792K 0.11%
9,836
+774
193
$791K 0.11%
11,200
+4,200
194
$787K 0.11%
15,549
195
$786K 0.11%
27,446
196
$781K 0.11%
16,300
197
$780K 0.11%
5,644
+900
198
$777K 0.11%
10,873
199
$776K 0.11%
14,837
-95
200
$768K 0.11%
11,502
6 7
8
9 10