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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9.24K 0.04%
483
-8,757
427
$9.18K 0.04%
460
-8,724
428
$9.08K 0.04%
420
-37,939
429
$9.07K 0.04%
226
-8,848
430
$9.04K 0.04%
295
-8,746
431
$8.94K 0.04%
262
-8,675
432
$8.88K 0.04%
261
-8,619
433
$8.81K 0.03%
760
-8,046
434
$8.8K 0.03%
289
-8,515
435
$8.8K 0.03%
+238
436
$8.64K 0.03%
1,232
-7,408
437
$8.64K 0.03%
348
-8,291
438
$8.61K 0.03%
+383
439
$8.6K 0.03%
513
-8,887
440
$8.59K 0.03%
+249
441
$8.58K 0.03%
275
-8,304
442
$8.55K 0.03%
373
-8,181
443
$8.55K 0.03%
371
-8,178
444
$8.52K 0.03%
341
-8,178
445
$8.45K 0.03%
290
-8,163
446
$8.43K 0.03%
279
-8,153
447
$8.39K 0.03%
556
-8,090
448
$8.33K 0.03%
+213
449
$8.31K 0.03%
2,054
-5,553
450
$8.3K 0.03%
246
-8,055
16 17
18
19 20