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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$620K 0.04%
9,661
+431
302
$620K 0.04%
8,644
303
$619K 0.04%
2,765
304
$618K 0.04%
2,505
305
$617K 0.04%
10,219
306
$617K 0.04%
8,806
307
$614K 0.04%
6,565
308
$610K 0.03%
6,528
309
$609K 0.03%
4,190
310
$609K 0.03%
26,070
311
$606K 0.03%
19,640
-73
312
$605K 0.03%
245
313
$605K 0.03%
2,470
314
$604K 0.03%
7,013
315
$602K 0.03%
14,200
316
$596K 0.03%
5,680
+600
317
$595K 0.03%
22,000
318
$587K 0.03%
3,429
+281
319
$582K 0.03%
2,900
320
$581K 0.03%
2,658
321
$581K 0.03%
9,286
322
$574K 0.03%
11,425
-4,260
323
$573K 0.03%
3,240
324
$573K 0.03%
66,263
325
$571K 0.03%
2,763
11 12
13
14 15