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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.44%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.28M 0.11%
19,058
+1,454
177
$1.28M 0.11%
8,424
-107
178
$1.26M 0.11%
31,231
179
$1.22M 0.1%
49,363
180
$1.22M 0.1%
18,530
+14,645
181
$1.21M 0.1%
22,309
-15,398
182
$1.19M 0.1%
67,069
-2,500
183
$1.19M 0.1%
10,409
+157
184
$1.19M 0.1%
50,138
185
$1.19M 0.1%
35,918
186
$1.18M 0.1%
10,890
-7,200
187
$1.17M 0.1%
52,408
188
$1.16M 0.1%
13,455
+91
189
$1.16M 0.1%
+34,655
190
$1.16M 0.1%
113,000
191
$1.16M 0.1%
12,994
-2,010
192
$1.15M 0.1%
51,084
-9,900
193
$1.14M 0.1%
14,279
194
$1.14M 0.09%
13,479
195
$1.13M 0.09%
17,428
+7,734
196
$1.09M 0.09%
30,478
+7,988
197
$1.09M 0.09%
11,612
198
$1.09M 0.09%
+38,420
199
$1.08M 0.09%
30,666
+10,500
200
$1.08M 0.09%
20,891
-9,300
6 7
8
9 10