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
201
$1.07M 0.09%
15,197
+3,220
202
$1.07M 0.09%
13,992
-1,027
203
$1.07M 0.09%
26,779
-8
204
$1.04M 0.09%
19,406
205
$1.03M 0.09%
28,968
206
$1.03M 0.09%
12,792
-4,300
207
$1.02M 0.09%
13,470
208
$1.02M 0.08%
26,114
-6,400
209
$1.01M 0.08%
+100,800
210
$986K 0.08%
79,875
+59,725
211
$983K 0.08%
21,105
-15
212
$978K 0.08%
18,006
-10,900
213
$969K 0.08%
65,992
214
$963K 0.08%
8,250
215
$962K 0.08%
32,414
+300
216
$947K 0.08%
8,422
+12
217
$935K 0.08%
16,770
218
$928K 0.08%
+13,659
219
$926K 0.08%
+197,414
220
$922K 0.08%
3,875
221
$916K 0.08%
1,745
222
$909K 0.08%
14,224
-1,275
223
$898K 0.07%
12,893
-4,800
224
$895K 0.07%
32,737
225
$893K 0.07%
+56,931
7 8
9
10 11