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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.45M 0.11%
9,036
-3,735
177
$1.44M 0.11%
30,442
-1,900
178
$1.41M 0.11%
47,196
-400
179
$1.4M 0.11%
31,503
180
$1.38M 0.11%
54,325
+400
181
$1.37M 0.1%
38,420
182
$1.34M 0.1%
49,363
183
$1.34M 0.1%
12,051
+5,802
184
$1.33M 0.1%
34,655
185
$1.33M 0.1%
17,982
-3,100
186
$1.32M 0.1%
+111,703
187
$1.31M 0.1%
11,340
-463
188
$1.3M 0.1%
14,164
-1,998
189
$1.3M 0.1%
56,953
-5,330
190
$1.28M 0.1%
16,621
-200
191
$1.28M 0.1%
26,779
192
$1.27M 0.1%
24,792
+5,160
193
$1.27M 0.1%
67,000
194
$1.26M 0.1%
49,959
-179
195
$1.26M 0.1%
119,330
-35,000
196
$1.25M 0.1%
16,962
197
$1.25M 0.1%
13,479
198
$1.24M 0.09%
18,429
-101
199
$1.23M 0.09%
+76,438
200
$1.21M 0.09%
20,891
6 7
8
9 10