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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$408K 0.02%
+7,099
427
$407K 0.02%
23,590
428
$406K 0.02%
4,837
429
$406K 0.02%
2,513
+113
430
$405K 0.02%
1,774
431
$405K 0.02%
5,061
432
$404K 0.02%
10,119
433
$404K 0.02%
7,827
434
$404K 0.02%
9,815
435
$403K 0.02%
1,191
436
$403K 0.02%
4,685
437
$401K 0.02%
13,570
+628
438
$399K 0.02%
+3,625
439
$397K 0.02%
+7,142
440
$397K 0.02%
4,360
441
$395K 0.02%
5,768
+574
442
$394K 0.02%
2,019
443
$393K 0.02%
7,881
444
$393K 0.02%
14,905
445
$393K 0.02%
3,459
446
$390K 0.02%
7,027
447
$390K 0.02%
13,742
448
$389K 0.02%
4,933
+188
449
$389K 0.02%
2,478
450
$388K 0.02%
17,345
16 17
18
19 20