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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$417K 0.02%
15,129
-16,138
352
$417K 0.02%
1,747
353
$413K 0.02%
18,495
354
$412K 0.02%
1,500
355
$409K 0.02%
10,609
356
$407K 0.02%
8,796
357
$407K 0.02%
3,588
358
$406K 0.02%
4,619
359
$406K 0.02%
5,465
360
$402K 0.02%
9,529
361
$401K 0.02%
3,581
362
$400K 0.02%
9,304
363
$398K 0.02%
9,365
364
$393K 0.02%
5,484
365
$391K 0.02%
833
366
$391K 0.02%
25,413
+1,311
367
$391K 0.02%
14,325
368
$388K 0.02%
6,847
369
$388K 0.02%
9,154
370
$388K 0.02%
829
371
$388K 0.02%
7,569
372
$388K 0.02%
3,147
373
$386K 0.02%
1,432
374
$386K 0.02%
2,526
375
$385K 0.02%
3,360
13 14
15
16 17