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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$445K 0.01%
21,774
-2,483
352
$443K 0.01%
9,763
-517
353
$438K 0.01%
4,998
-226
354
$437K 0.01%
6,078
-527
355
$437K 0.01%
2,029
-158
356
$436K 0.01%
6,372
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357
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1,718
-62
358
$434K 0.01%
1,393
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359
$430K 0.01%
4,478
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360
$429K 0.01%
2,189
361
$429K 0.01%
7,258
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362
$428K 0.01%
2,630
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363
$428K 0.01%
3,541
-278
364
$423K 0.01%
2,861
-211
365
$423K 0.01%
3,541
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366
$421K 0.01%
2,994
367
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21,569
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368
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369
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3,918
-206
370
$416K 0.01%
6,035
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371
$415K 0.01%
+11,885
372
$415K 0.01%
2,679
-113
373
$415K 0.01%
+1,942
374
$407K 0.01%
7,062
-646
375
$405K 0.01%
2,254
-159
13 14
15
16 17