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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$370K 0.01%
8,100
-500
402
$367K 0.01%
1,649
-129
403
$365K 0.01%
1,987
-154
404
$364K 0.01%
3,840
-259
405
$364K 0.01%
931
-82
406
$363K 0.01%
1,085
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407
$363K 0.01%
5,826
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408
$362K 0.01%
+1,272
409
$361K 0.01%
8,485
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410
$360K 0.01%
1,314
-90
411
$359K 0.01%
1,843
-207
412
$358K 0.01%
7,907
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413
$357K 0.01%
2,922
-207
414
$356K 0.01%
3,230
-467
415
$355K 0.01%
2,873
-176
416
$355K 0.01%
2,512
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417
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2,604
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418
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17,241
-995
419
$348K 0.01%
7,100
-547
420
$343K 0.01%
+5,546
421
$343K 0.01%
6,167
422
$342K 0.01%
2,831
-218
423
$342K 0.01%
7,928
-543
424
$341K 0.01%
2,319
-168
425
$341K 0.01%
24,100
-911
15 16
17
18 19