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
201
$1.2M 0.09%
19,174
-13,123
202
$1.19M 0.09%
6,924
-1,500
203
$1.18M 0.09%
97,000
-800
204
$1.17M 0.09%
24,639
+210
205
$1.16M 0.09%
11,612
206
$1.16M 0.09%
82,292
+2,417
207
$1.16M 0.09%
9,303
-206
208
$1.16M 0.09%
+188,193
209
$1.15M 0.09%
11,199
+7,400
210
$1.14M 0.09%
9,483
-2,000
211
$1.13M 0.09%
28,968
212
$1.12M 0.09%
34,970
-400
213
$1.11M 0.08%
12,020
+5,020
214
$1.11M 0.08%
97,752
215
$1.11M 0.08%
14,279
216
$1.1M 0.08%
+126,263
217
$1.08M 0.08%
37,027
-16,301
218
$1.07M 0.08%
17,781
-225
219
$1.07M 0.08%
35,918
220
$1.06M 0.08%
65,992
221
$1.04M 0.08%
14,986
+994
222
$1.03M 0.08%
+21,505
223
$1.03M 0.08%
6,883
-2,821
224
$1.03M 0.08%
10,890
225
$1.02M 0.08%
13,659
7 8
9
10 11