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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$416K 0.02%
3,512
-213
402
$414K 0.02%
+14,732
403
$413K 0.02%
5,590
-339
404
$412K 0.02%
7,073
-396
405
$411K 0.02%
8,739
-558
406
$408K 0.02%
11,767
407
$407K 0.02%
9,536
408
$405K 0.02%
4,279
-473
409
$403K 0.02%
3,625
410
$399K 0.02%
9,682
411
$399K 0.02%
7,400
-700
412
$399K 0.02%
5,288
-218
413
$398K 0.02%
21,740
-2,600
414
$398K 0.02%
38,700
415
$398K 0.02%
1,592
-94
416
$397K 0.02%
9,200
417
$397K 0.02%
4,457
-543
418
$396K 0.02%
1,887
419
$394K 0.02%
22,576
420
$394K 0.02%
6,387
-279
421
$392K 0.02%
2,594
+313
422
$392K 0.02%
34,712
423
$391K 0.02%
17,430
+2,685
424
$391K 0.02%
8,216
-1,101
425
$389K 0.02%
3,982
-481
15 16
17
18 19