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
376
$399K 0.01%
19,264
-616
377
$397K 0.01%
4,313
378
$395K 0.01%
2,927
-121
379
$394K 0.01%
2,060
-131
380
$392K 0.01%
+5,062
381
$392K 0.01%
838
-48
382
$390K 0.01%
5,004
383
$390K 0.01%
4,716
-327
384
$389K 0.01%
11,655
-700
385
$389K 0.01%
7,665
-570
386
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2,059
-166
387
$389K 0.01%
1,181
-95
388
$388K 0.01%
+4,651
389
$388K 0.01%
2,168
-151
390
$386K 0.01%
+46,485
391
$386K 0.01%
2,672
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392
$384K 0.01%
5,767
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393
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7,537
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394
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4,932
395
$380K 0.01%
649
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396
$379K 0.01%
+9,309
397
$378K 0.01%
15,339
+5,848
398
$377K 0.01%
4,905
-64
399
$374K 0.01%
1,890
-87
400
$373K 0.01%
7,524
-68
14 15
16
17 18