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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.03M 0.05%
+40,000
252
$1.01M 0.05%
13,600
253
$994K 0.04%
8,781
+5,400
254
$988K 0.04%
182,000
255
$987K 0.04%
10,997
-46
256
$987K 0.04%
21,449
257
$982K 0.04%
17,109
258
$958K 0.04%
42,910
259
$956K 0.04%
19,539
260
$950K 0.04%
8,863
261
$948K 0.04%
5,192
262
$945K 0.04%
110,000
+32,000
263
$939K 0.04%
13,450
264
$918K 0.04%
5,915
265
$916K 0.04%
6,609
-11,600
266
$874K 0.04%
10,847
267
$834K 0.04%
53,000
268
$818K 0.04%
8,833
269
$815K 0.04%
8,889
-3,659
270
$814K 0.04%
11,358
271
$762K 0.03%
2,260
272
$756K 0.03%
+12,980
273
$747K 0.03%
1,547
-8
274
$735K 0.03%
6,642
-1,827
275
$723K 0.03%
12,118
-35
9 10
11
12 13