SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$511K 0.03%
4,597
+2,180
352
$510K 0.03%
3,925
353
$507K 0.03%
5,263
354
$504K 0.03%
3,950
355
$501K 0.03%
17,321
356
$499K 0.03%
3,589
357
$498K 0.03%
5,270
+187
358
$497K 0.03%
2,978
359
$497K 0.03%
35,602
360
$495K 0.03%
1,944
361
$492K 0.03%
2,404
362
$492K 0.03%
10,988
363
$488K 0.03%
10,446
-1,100
364
$486K 0.03%
2,724
365
$485K 0.03%
66,000
366
$484K 0.03%
16,360
367
$477K 0.03%
1,981
+100
368
$475K 0.03%
14,503
369
$474K 0.03%
4,404
370
$473K 0.03%
7,370
371
$472K 0.03%
6,070
372
$471K 0.03%
6,385
373
$468K 0.03%
54,000
374
$466K 0.03%
4,463
375
$464K 0.03%
7,736
13 14
15
16 17