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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$423K 0.03%
6,379
+500
427
$423K 0.03%
2,081
428
$422K 0.03%
8,178
429
$421K 0.03%
6,036
430
$420K 0.03%
7,152
431
$419K 0.03%
29,753
432
$418K 0.03%
5,070
433
$416K 0.03%
10,151
434
$416K 0.03%
4,006
435
$412K 0.03%
3,667
436
$410K 0.03%
2,900
437
$409K 0.03%
4,737
438
$407K 0.03%
3,541
439
$406K 0.03%
1,945
+317
440
$404K 0.03%
7,013
441
$403K 0.03%
9,815
442
$403K 0.03%
6,192
443
$402K 0.03%
39,335
444
$402K 0.03%
7,563
445
$402K 0.03%
7,264
446
$400K 0.03%
4,021
447
$399K 0.03%
3,522
448
$395K 0.03%
18,477
449
$394K 0.03%
35,910
450
$393K 0.03%
35,000
+13,000
16 17
18
19 20