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
251
$835K 0.05%
41,526
-6,728
252
$820K 0.05%
12,283
-2,300
253
$820K 0.05%
1,026
-36
254
$816K 0.05%
38,205
255
$812K 0.04%
14,601
-3,099
256
$810K 0.04%
2,337
-77
257
$801K 0.04%
24,628
-2,485
258
$799K 0.04%
7,175
-450
259
$784K 0.04%
9,334
260
$759K 0.04%
11,133
-587
261
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20,796
+2,111
262
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25,500
263
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51,200
+11,500
264
$750K 0.04%
45,225
-845
265
$748K 0.04%
11,319
266
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2,470
267
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8,016
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269
$723K 0.04%
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270
$712K 0.04%
32,683
-6,529
271
$707K 0.04%
4,704
-192
272
$696K 0.04%
13,650
273
$693K 0.04%
610
+386
274
$692K 0.04%
5,086
-501
275
$692K 0.04%
4,537
-1,155
9 10
11
12 13