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
351
$546K 0.04%
6,784
352
$546K 0.04%
11,365
353
$546K 0.04%
5,531
354
$545K 0.04%
13,262
+2,400
355
$544K 0.03%
86,741
356
$540K 0.03%
11,224
357
$536K 0.03%
1,898
358
$531K 0.03%
23,748
359
$528K 0.03%
4,760
360
$527K 0.03%
3,895
361
$526K 0.03%
3,533
362
$526K 0.03%
24,789
363
$525K 0.03%
6,389
364
$525K 0.03%
10,009
365
$520K 0.03%
13,254
366
$519K 0.03%
14,200
367
$518K 0.03%
8,525
368
$517K 0.03%
5,684
369
$515K 0.03%
12,855
370
$512K 0.03%
66,000
371
$507K 0.03%
13,262
372
$505K 0.03%
7,736
373
$505K 0.03%
2,697
374
$499K 0.03%
2,582
375
$499K 0.03%
18,350
13 14
15
16 17