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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$498K 0.03%
5,692
377
$495K 0.03%
15,051
378
$494K 0.03%
4,226
379
$493K 0.03%
14,002
380
$489K 0.03%
2,404
381
$488K 0.03%
9,971
382
$487K 0.03%
13,700
383
$487K 0.03%
8,639
384
$484K 0.03%
2,579
385
$479K 0.03%
9,317
386
$479K 0.03%
2,642
387
$479K 0.03%
19,490
+7,247
388
$475K 0.03%
9,800
+1,464
389
$475K 0.03%
14,740
390
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10,988
391
$474K 0.03%
3,201
392
$472K 0.03%
5,496
393
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2,154
394
$469K 0.03%
1,881
395
$468K 0.03%
8,355
396
$467K 0.03%
6,344
-100
397
$467K 0.03%
9,275
398
$466K 0.03%
14,489
+625
399
$465K 0.03%
7,215
400
$464K 0.03%
2,618
14 15
16
17 18