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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$760K 0.11%
10,894
+1,027
202
$755K 0.11%
25,024
+970
203
$755K 0.11%
10,745
+3,397
204
$754K 0.11%
11,325
205
$753K 0.11%
29,720
206
$749K 0.1%
10,154
207
$741K 0.1%
10,258
208
$740K 0.1%
6,006
209
$739K 0.1%
24,288
210
$737K 0.1%
21,748
211
$737K 0.1%
6,292
212
$737K 0.1%
14,303
+1,398
213
$732K 0.1%
3,529
+346
214
$726K 0.1%
15,282
215
$725K 0.1%
54,357
216
$725K 0.1%
8,549
217
$724K 0.1%
10,261
218
$723K 0.1%
8,949
219
$722K 0.1%
21,158
220
$717K 0.1%
9,152
221
$711K 0.1%
5,709
-11,113
222
$706K 0.1%
120
+1
223
$703K 0.1%
14,030
+3,904
224
$703K 0.1%
7,905
225
$699K 0.1%
19,480
7 8
9
10 11