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
401
$441K 0.03%
9,391
402
$440K 0.03%
5,155
403
$439K 0.03%
6,418
404
$439K 0.03%
22,669
405
$436K 0.02%
3,795
406
$432K 0.02%
3,144
407
$431K 0.02%
20,071
-9,000
408
$430K 0.02%
4,223
+435
409
$429K 0.02%
4,543
410
$428K 0.02%
3,739
-1,405
411
$427K 0.02%
3,757
-2,222
412
$426K 0.02%
1,746
+139
413
$424K 0.02%
9,318
414
$420K 0.02%
4,421
+200
415
$418K 0.02%
200,000
416
$417K 0.02%
7,734
-1,612
417
$417K 0.02%
+5,587
418
$416K 0.02%
4,689
+455
419
$415K 0.02%
6,199
420
$415K 0.02%
4,112
421
$412K 0.02%
6,721
422
$412K 0.02%
15,264
423
$411K 0.02%
9,416
+400
424
$410K 0.02%
10,862
-2,180
425
$408K 0.02%
4,369
15 16
17
18 19