SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$6.61M
3
+$6.39M
4
XYL icon
Xylem
XYL
+$5.76M
5
DVN icon
Devon Energy
DVN
+$4.58M

Top Sells

1
+$170M
2
+$110M
3
+$61.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$36.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$34.8M

Sector Composition

1 Technology 21.48%
2 Healthcare 14.93%
3 Industrials 12.02%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$371K 0.04%
8,502
-11,829
352
$371K 0.04%
1,504
-100
353
$370K 0.04%
2,262
-102
354
$370K 0.04%
2,725
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355
$369K 0.04%
2,759
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356
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357
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1,539
358
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8,471
-1,745
359
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-366
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2,319
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362
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363
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364
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365
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368
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369
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371
$351K 0.04%
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14,362
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$345K 0.04%
15,220
-520
374
$343K 0.04%
9,035
375
$343K 0.04%
1,785
13 14
15
16 17