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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$487K 0.03%
4,210
352
$486K 0.03%
5,450
-328
353
$484K 0.03%
4,267
-276
354
$483K 0.03%
35,499
-4,057
355
$480K 0.03%
3,145
-127
356
$480K 0.03%
3,220
-400
357
$480K 0.03%
33,778
-7,000
358
$478K 0.03%
2,460
-231
359
$478K 0.03%
14,028
-781
360
$478K 0.03%
+3,396
361
$477K 0.03%
22,000
362
$477K 0.03%
2,170
-224
363
$476K 0.03%
2,266
-168
364
$475K 0.03%
6,651
-242
365
$475K 0.03%
1,739
-280
366
$474K 0.03%
8,065
367
$472K 0.03%
7,218
-2,218
368
$472K 0.03%
3,457
-214
369
$470K 0.03%
2,639
370
$469K 0.03%
16,182
-848
371
$467K 0.03%
8,108
-569
372
$466K 0.03%
2,951
373
$463K 0.03%
12,000
374
$462K 0.03%
16,744
-972
375
$461K 0.03%
3,605
-178
13 14
15
16 17