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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.19M 0.1%
65,110
-2,000
177
$1.18M 0.1%
32,114
-2,500
178
$1.18M 0.1%
7,127
179
$1.17M 0.1%
17,604
-1,710
180
$1.16M 0.1%
13,364
+2,003
181
$1.15M 0.1%
13,479
182
$1.15M 0.1%
53,925
-2,275
183
$1.14M 0.1%
14,651
-900
184
$1.14M 0.1%
21,082
185
$1.14M 0.1%
70,000
186
$1.11M 0.1%
19,406
187
$1.07M 0.09%
15,499
188
$1.07M 0.09%
15,019
+2,061
189
$1.04M 0.09%
27,443
190
$1.04M 0.09%
7,371
-1,385
191
$1.03M 0.09%
35,918
-8,861
192
$1.02M 0.09%
121,330
-59,850
193
$998K 0.09%
2,736
+2
194
$979K 0.09%
96,506
+24,432
195
$963K 0.08%
56,800
196
$959K 0.08%
1,745
+150
197
$957K 0.08%
69,569
-1,400
198
$957K 0.08%
13,470
-8,500
199
$954K 0.08%
17,693
200
$947K 0.08%
8,410
+100
6 7
8
9 10