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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.06%
26,114
227
$1.06M 0.06%
12,693
228
$1.06M 0.06%
31,339
229
$1.06M 0.06%
37,000
230
$1.05M 0.06%
64,359
231
$1.03M 0.06%
19,013
+499
232
$1.01M 0.06%
3,147
233
$1.01M 0.06%
5,920
234
$1.01M 0.06%
61,677
+31,167
235
$992K 0.06%
26,697
236
$979K 0.06%
8,300
+100
237
$971K 0.06%
35,820
238
$965K 0.06%
6,414
+1,500
239
$956K 0.05%
7,600
+2,000
240
$949K 0.05%
43,733
-400
241
$939K 0.05%
69,078
242
$919K 0.05%
15,691
243
$911K 0.05%
3,091
244
$907K 0.05%
69,000
245
$894K 0.05%
83,000
246
$893K 0.05%
2,581
+389
247
$889K 0.05%
62,500
248
$887K 0.05%
13,388
249
$885K 0.05%
11,571
250
$874K 0.05%
5,460
8 9
10
11 12