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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.41M 0.08%
4,268
-42
227
$2.38M 0.08%
55,102
+45,600
228
$2.38M 0.08%
2,955
+1,174
229
$2.33M 0.07%
9,551
+8,140
230
$2.32M 0.07%
+5,633
231
$2.3M 0.07%
217,684
+310
232
$2.28M 0.07%
17,734
-8,464
233
$2.26M 0.07%
41,341
234
$2.26M 0.07%
9,763
-23,820
235
$2.21M 0.07%
4,828
+4,030
236
$2.12M 0.07%
19,542
-48,863
237
$2M 0.06%
32,600
-23,800
238
$1.93M 0.06%
67,405
-233,786
239
$1.87M 0.06%
8,658
-4,643
240
$1.84M 0.06%
8,952
-1,515
241
$1.82M 0.06%
11,344
-17,100
242
$1.79M 0.06%
10,960
+3,000
243
$1.79M 0.06%
+23,100
244
$1.77M 0.06%
19,003
-52,255
245
$1.65M 0.05%
8,277
+1,592
246
$1.63M 0.05%
11,453
-5,388
247
$1.63M 0.05%
8,741
248
$1.56M 0.05%
100,438
+188
249
$1.5M 0.05%
+71,187
250
$1.49M 0.05%
15,880
+2,411
8 9
10
11 12