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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.12M 0.06%
42,439
+5,022
227
$1.1M 0.06%
11,560
+2,049
228
$1.09M 0.06%
10,350
-1,368
229
$1.08M 0.06%
7,308
-1,096
230
$1.08M 0.06%
210,726
231
$1.07M 0.06%
32,215
232
$1.06M 0.06%
66,000
+20,000
233
$1.05M 0.06%
28,464
-4,100
234
$1.05M 0.06%
36,585
-964
235
$1.05M 0.06%
12,323
-820
236
$1.01M 0.06%
23,206
-118,800
237
$1M 0.06%
8,607
-1,600
238
$999K 0.06%
20,022
-1,670
239
$985K 0.05%
6,414
240
$984K 0.05%
200,000
241
$970K 0.05%
21,580
-406
242
$922K 0.05%
90,000
243
$919K 0.05%
2,828
-234
244
$878K 0.05%
2,255
-226
245
$863K 0.05%
15,691
246
$859K 0.05%
8,806
247
$854K 0.05%
6,006
-332
248
$854K 0.05%
36,385
249
$844K 0.05%
45,261
250
$836K 0.05%
13,804
-692
8 9
10
11 12