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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$359K 0.02%
12,731
-1,018
402
$358K 0.02%
5,724
+197
403
$354K 0.02%
6,300
-762
404
$354K 0.02%
12,664
405
$354K 0.02%
7,654
406
$352K 0.02%
1,248
407
$352K 0.02%
3,674
408
$352K 0.02%
11,500
409
$352K 0.02%
5,909
410
$351K 0.02%
7,228
411
$351K 0.02%
2,684
412
$351K 0.02%
5,004
413
$350K 0.02%
20,707
414
$348K 0.02%
16,697
415
$346K 0.02%
1,300
416
$344K 0.02%
1,785
417
$343K 0.02%
1,898
418
$343K 0.02%
8,250
419
$341K 0.02%
5,235
-200
420
$338K 0.02%
1,404
421
$338K 0.02%
262
422
$337K 0.02%
5,362
423
$337K 0.02%
2,967
424
$337K 0.02%
15,070
425
$337K 0.02%
6,144
15 16
17
18 19