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
401
$464K 0.03%
8,609
402
$463K 0.03%
4,045
403
$462K 0.03%
8,800
404
$458K 0.03%
5,659
-300
405
$451K 0.03%
12,779
+860
406
$451K 0.03%
6,070
407
$448K 0.03%
10,602
-20,000
408
$447K 0.03%
17,378
409
$447K 0.03%
7,506
410
$445K 0.03%
4,860
411
$444K 0.03%
4,694
-100
412
$444K 0.03%
9,266
413
$444K 0.03%
6,880
414
$443K 0.03%
9,146
415
$440K 0.03%
20,606
+6,250
416
$438K 0.03%
11,777
417
$437K 0.03%
2,619
418
$436K 0.03%
6,668
419
$435K 0.03%
3,900
420
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3,704
421
$434K 0.03%
15,760
422
$434K 0.03%
16,107
423
$430K 0.03%
22,826
+4,500
424
$427K 0.03%
10,025
425
$424K 0.03%
7,122
15 16
17
18 19