SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+0.48%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.08B
AUM Growth
+$74.3M
(+7.4%)
Cap. Flow
+$76.8M
Cap. Flow
% of AUM
7.14%
Top 10 Holdings %
Top 10 Hldgs %
26.27%
Holding
797
New
61
Increased
221
Reduced
81
Closed
51
Top Buys
| 1 |
Wells Fargo
WFC
|
+$37.3M |
| 2 |
Chevron
CVX
|
+$16.5M |
| 3 |
Procter & Gamble
PG
|
+$4.08M |
| 4 |
T-Mobile US
TMUS
|
+$1.96M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.65M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
+$3.68M |
| 2 |
Apple
AAPL
|
+$2.82M |
| 3 |
AbbVie
ABBV
|
+$1.46M |
| 4 |
EMC
EMC CORPORATION
EMC
|
+$1.39M |
| 5 |
KLA
KLAC
|
+$1.34M |
Sector Composition
| 1 | Technology | 18.77% |
| 2 | Financials | 15.56% |
| 3 | Healthcare | 13.06% |
| 4 | Communication Services | 9.72% |
| 5 | Consumer Staples | 8.46% |
