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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$486K 0.02%
3,503
327
$482K 0.02%
31,572
328
$480K 0.02%
2,852
329
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330
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331
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332
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333
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334
$464K 0.02%
190,000
+47,000
335
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336
$459K 0.02%
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337
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7,361
338
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339
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340
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341
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2,730
342
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343
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344
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345
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346
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347
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11,082
348
$426K 0.02%
2,697
-200
349
$426K 0.02%
7,676
350
$423K 0.02%
3,603
12 13
14
15 16