SCM
Shelton Capital Management Portfolio holdings
AUM $4.35B
1-Year Return
26.91%
This Quarter Return
+6.05%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.33B
AUM Growth
+$51.1M
(+4%)
Cap. Flow
-$16M
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
27.34%
Holding
946
New
85
Increased
247
Reduced
287
Closed
96
Top Buys
| 1 |
Agilent Technologies
A
|
+$3.88M |
| 2 |
Schlumberger
SLB
|
+$3.69M |
| 3 |
Qualcomm
QCOM
|
+$3.28M |
| 4 |
DaVita
DVA
|
+$3.15M |
| 5 |
VIAB
Viacom Inc. Class B
VIAB
|
+$3.08M |
Top Sells
| 1 |
Elevance Health
ELV
|
+$4.8M |
| 2 |
Procter & Gamble
PG
|
+$4.13M |
| 3 |
RAI
Reynolds American Inc
RAI
|
+$3.66M |
| 4 |
Chevron
CVX
|
+$3.52M |
| 5 |
Applied Materials
AMAT
|
+$2.61M |
Sector Composition
| 1 | Technology | 20.14% |
| 2 | Financials | 16.07% |
| 3 | Communication Services | 10.91% |
| 4 | Healthcare | 10.82% |
| 5 | Energy | 9.25% |
