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
301
$617K 0.02%
1,379
-122
302
$613K 0.02%
2,714
-167
303
$601K 0.02%
+2,008
304
$601K 0.02%
12,223
305
$599K 0.02%
31,500
306
$598K 0.02%
+9,221
307
$577K 0.02%
11,892
-62
308
$573K 0.02%
20,160
-1,770
309
$572K 0.02%
2,655
-207
310
$569K 0.02%
6,665
-17,315
311
$569K 0.02%
+11,151
312
$568K 0.02%
3,833
-357
313
$567K 0.02%
+11,499
314
$567K 0.02%
8,039
+1,753
315
$566K 0.02%
10,322
-6,080
316
$563K 0.02%
4,275
-241
317
$563K 0.02%
10,299
318
$558K 0.02%
+14,496
319
$558K 0.02%
5,532
-754
320
$557K 0.02%
17,000
+1,000
321
$556K 0.02%
+10,901
322
$555K 0.02%
2,120
-90
323
$544K 0.02%
+2,796
324
$540K 0.02%
2,216
-83
325
$536K 0.02%
2,467
-203
11 12
13
14 15