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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$464K 0.03%
45,230
377
$464K 0.03%
12,562
378
$463K 0.03%
3,442
379
$463K 0.03%
3,207
380
$462K 0.03%
13,789
381
$462K 0.03%
6,036
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382
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3,108
383
$462K 0.03%
6,821
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384
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24,340
-8,793
385
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386
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9,317
387
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6,402
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388
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389
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36,385
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390
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2,478
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391
$456K 0.03%
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392
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5,070
393
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394
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395
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396
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9,590
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397
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11,526
398
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3,751
+226
399
$442K 0.03%
6,516
-39
400
$442K 0.03%
9,275
14 15
16
17 18