SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+1.24%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$744M
AUM Growth
+$27.8M
(+3.9%)
Cap. Flow
+$29.3M
Cap. Flow
% of AUM
3.94%
Top 10 Holdings %
Top 10 Hldgs %
17.26%
Holding
825
New
27
Increased
190
Reduced
41
Closed
68
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$10.7M |
| 2 |
Apple
AAPL
|
+$3.83M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$2.55M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.44M |
| 5 |
Southern Company
SO
|
+$1.18M |
Top Sells
| 1 |
ETP
Energy Transfer Partners L.p.
ETP
|
+$2.61M |
| 2 |
AGNC Investment
AGNC
|
+$2.34M |
| 3 |
XEC
CIMAREX ENERGY CO
XEC
|
+$1.36M |
| 4 |
Sensient Technologies
SXT
|
+$1.26M |
| 5 |
Affiliated Managers Group
AMG
|
+$1.19M |
Sector Composition
| 1 | Technology | 20% |
| 2 | Healthcare | 15.25% |
| 3 | Financials | 11.98% |
| 4 | Industrials | 8.98% |
| 5 | Consumer Discretionary | 7.84% |
