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
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.85M 0.09%
54,411
177
$3.77M 0.09%
16,578
-15,640
178
$3.7M 0.09%
37,275
179
$3.59M 0.09%
18,109
180
$3.58M 0.09%
22,777
-81
181
$3.57M 0.09%
332,600
+2,001
182
$3.55M 0.08%
9,533
+7,597
183
$3.5M 0.08%
40,663
184
$3.5M 0.08%
8,335
185
$3.49M 0.08%
21,041
+7,864
186
$3.45M 0.08%
10,899
-24
187
$3.38M 0.08%
30,250
+13,744
188
$3.37M 0.08%
69,604
-15,913
189
$3.35M 0.08%
14,370
-44
190
$3.35M 0.08%
35,303
-64
191
$3.28M 0.08%
164,008
192
$3.16M 0.08%
28,297
+7,969
193
$3.15M 0.08%
11,892
194
$3.13M 0.07%
6,285
-19
195
$3.13M 0.07%
117,281
-66
196
$3.13M 0.07%
40,926
-78
197
$3.07M 0.07%
82,105
-6
198
$3.07M 0.07%
9,822
+1,870
199
$2.97M 0.07%
40,785
-383
200
$2.95M 0.07%
85,520
-258
6 7
8
9 10