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
276
$689K 0.04%
5,750
-23,061
277
$685K 0.04%
4,633
-271
278
$682K 0.04%
9,184
-2,612
279
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280
$675K 0.04%
31,245
-2,686
281
$674K 0.04%
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282
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11,218
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283
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16,121
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284
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31,598
+5,853
285
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1,774
286
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287
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288
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289
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6,176
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290
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36,550
-8,450
291
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292
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293
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294
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295
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296
$634K 0.04%
8,875
-597
297
$633K 0.04%
6,757
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298
$631K 0.03%
48,800
299
$628K 0.03%
39,620
-21,309
300
$614K 0.03%
14,503
10 11
12
13 14