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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10.8K 0.04%
77
-10,683
377
$10.7K 0.04%
262
-10,480
378
$10.7K 0.04%
233
-10,498
379
$10.7K 0.04%
126
-10,572
380
$10.7K 0.04%
21
-10,644
381
$10.6K 0.04%
283
-10,363
382
$10.6K 0.04%
618
-10,022
383
$10.6K 0.04%
555
-10,021
384
$10.5K 0.04%
120
-10,386
385
$10.5K 0.04%
200
-10,299
386
$10.4K 0.04%
3,958
-9,418
387
$10.3K 0.04%
212
-10,132
388
$10.3K 0.04%
833
-9,468
389
$10.3K 0.04%
217
-10,072
390
$10.2K 0.04%
416
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391
$10.2K 0.04%
490
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392
$10.2K 0.04%
207
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393
$10.2K 0.04%
1,939
-8,344
394
$10.2K 0.04%
1,034
-9,173
395
$10.2K 0.04%
188
-9,985
396
$10.1K 0.04%
319
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397
$10.1K 0.04%
172
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398
$10.1K 0.04%
377
-9,711
399
$10.1K 0.04%
2,720
-7,368
400
$10.1K 0.04%
337
-7,728
14 15
16
17 18