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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$389K 0.02%
+15,046
427
$388K 0.02%
17,345
428
$387K 0.02%
4,136
+570
429
$385K 0.02%
4,157
-288
430
$384K 0.02%
2,726
-177
431
$384K 0.02%
6,111
-530
432
$381K 0.02%
3,934
-250
433
$381K 0.02%
2,540
434
$381K 0.02%
28,087
435
$380K 0.02%
1,615
436
$379K 0.02%
3,299
-161
437
$379K 0.02%
3,443
-179
438
$376K 0.02%
2,235
+100
439
$375K 0.02%
2,360
-123
440
$373K 0.02%
2,078
-271
441
$372K 0.02%
4,601
-2,601
442
$370K 0.02%
8,945
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443
$369K 0.02%
5,784
444
$368K 0.02%
3,794
-302
445
$368K 0.02%
8,522
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446
$368K 0.02%
26,816
447
$366K 0.02%
3,600
-287
448
$365K 0.02%
2,648
-96
449
$364K 0.02%
44,463
450
$362K 0.02%
3,521
-700
16 17
18
19 20