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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$589K 0.11%
+3,166
202
$588K 0.11%
+6,881
203
$588K 0.11%
+29,073
204
$585K 0.11%
+10,261
205
$581K 0.11%
+12,589
206
$578K 0.11%
+10,822
207
$576K 0.11%
+18,530
208
$574K 0.1%
+7,970
209
$574K 0.1%
+29,720
210
$571K 0.1%
+8,267
211
$571K 0.1%
+20,828
212
$565K 0.1%
+43,964
213
$564K 0.1%
+41,516
214
$563K 0.1%
+8,585
215
$560K 0.1%
+17,896
216
$558K 0.1%
+35,779
217
$557K 0.1%
+8,405
218
$557K 0.1%
+12,406
219
$555K 0.1%
+11,638
220
$554K 0.1%
+8,455
221
$553K 0.1%
+9,703
222
$552K 0.1%
+9,662
223
$551K 0.1%
+55,948
224
$550K 0.1%
+10,951
225
$550K 0.1%
+30,000
7 8
9
10 11