SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+10.6%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$2.64B
AUM Growth
-$221M
(-7.7%)
Cap. Flow
-$468M
Cap. Flow
% of AUM
-17.75%
Top 10 Holdings %
Top 10 Hldgs %
30.6%
Holding
867
New
64
Increased
119
Reduced
204
Closed
43
Top Buys
| 1 |
XLNX
Xilinx Inc
XLNX
|
+$12.6M |
| 2 |
Atmos Energy
ATO
|
+$6.66M |
| 3 |
Dow Inc
DOW
|
+$6.25M |
| 4 |
Public Storage
PSA
|
+$4.33M |
| 5 |
Palantir
PLTR
|
+$4.07M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$128M |
| 2 |
Wells Fargo
WFC
|
+$45.6M |
| 3 |
Intel
INTC
|
+$22.8M |
| 4 |
Qualcomm
QCOM
|
+$20.6M |
| 5 |
Kellanova
K
|
+$19.7M |
Sector Composition
| 1 | Technology | 36.6% |
| 2 | Communication Services | 12.56% |
| 3 | Consumer Discretionary | 11.05% |
| 4 | Healthcare | 10.29% |
| 5 | Financials | 8.16% |
