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
201
$2.94M 0.07%
16,001
202
$2.94M 0.07%
39,305
-14,398
203
$2.86M 0.07%
20,909
-292
204
$2.77M 0.07%
45,653
-308
205
$2.67M 0.06%
16,657
-47
206
$2.66M 0.06%
2,006
+100
207
$2.59M 0.06%
3,852
-15
208
$2.58M 0.06%
26,024
+12,952
209
$2.57M 0.06%
17,300
210
$2.57M 0.06%
+34,800
211
$2.51M 0.06%
26,384
212
$2.46M 0.06%
66,653
213
$2.31M 0.06%
11,211
214
$2.3M 0.05%
56,411
-165
215
$2.23M 0.05%
18,650
216
$2.21M 0.05%
50,330
217
$2.19M 0.05%
22,404
-80
218
$2.18M 0.05%
23,538
-182
219
$2.14M 0.05%
35,092
+16,900
220
$2.12M 0.05%
3,744
221
$2.08M 0.05%
8,407
-65
222
$2.07M 0.05%
66,284
-20,433
223
$2.03M 0.05%
32,026
+1,380
224
$1.96M 0.05%
49,517
-194
225
$1.95M 0.05%
9,894
-100
7 8
9
10 11