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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$595K 0.04%
2,778
327
$593K 0.04%
15,516
328
$590K 0.04%
4,032
329
$590K 0.04%
106,890
330
$585K 0.04%
5,724
331
$581K 0.04%
31,466
+1,600
332
$581K 0.04%
3,062
333
$578K 0.04%
4,394
334
$577K 0.04%
14,746
+2,938
335
$576K 0.04%
3,227
+1,550
336
$575K 0.04%
3,350
337
$573K 0.04%
+28,000
338
$573K 0.04%
6,262
+30
339
$565K 0.04%
12,504
340
$565K 0.04%
10,695
341
$559K 0.04%
4,076
342
$557K 0.04%
13,388
343
$557K 0.04%
66,263
344
$556K 0.04%
13,419
-578
345
$555K 0.04%
4,884
346
$554K 0.04%
4,469
347
$553K 0.04%
25,300
+4,000
348
$551K 0.04%
6,768
349
$550K 0.04%
2,724
350
$547K 0.04%
3,630
12 13
14
15 16