SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+12.02%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$3.5B
AUM Growth
+$360M
(+11%)
Cap. Flow
+$85.7M
Cap. Flow
% of AUM
2.45%
Top 10 Holdings %
Top 10 Hldgs %
32.04%
Holding
766
New
48
Increased
146
Reduced
223
Closed
35
Top Buys
| 1 |
Linde
LIN
|
+$24.2M |
| 2 |
Wells Fargo
WFC
|
+$15M |
| 3 |
Uber
UBER
|
+$11.9M |
| 4 |
Meta Platforms (Facebook)
META
|
+$11.1M |
| 5 |
Ingersoll Rand
IR
|
+$9.28M |
Top Sells
| 1 |
PACCAR
PCAR
|
+$10.8M |
| 2 |
Morgan Stanley
MS
|
+$9.9M |
| 3 |
Applied Materials
AMAT
|
+$9.57M |
| 4 |
Lennar Class A
LEN
|
+$8.36M |
| 5 |
Public Service Enterprise Group
PEG
|
+$8.35M |
Sector Composition
| 1 | Technology | 39.56% |
| 2 | Communication Services | 11.9% |
| 3 | Consumer Discretionary | 11.4% |
| 4 | Healthcare | 8.57% |
| 5 | Industrials | 7.77% |
