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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$336K 0.02%
4,925
427
$334K 0.02%
4,932
428
$331K 0.01%
1,818
-2
429
$331K 0.01%
1,304
430
$330K 0.01%
8,056
431
$330K 0.01%
2,141
432
$329K 0.01%
8,546
433
$328K 0.01%
3,185
434
$327K 0.01%
2,978
435
$326K 0.01%
4,956
436
$325K 0.01%
6,844
437
$325K 0.01%
9,215
438
$325K 0.01%
13,142
439
$325K 0.01%
12,450
440
$324K 0.01%
4,485
441
$323K 0.01%
3,276
442
$322K 0.01%
3,457
443
$322K 0.01%
3,651
-400
444
$320K 0.01%
6,656
445
$320K 0.01%
7,274
446
$319K 0.01%
1,318
447
$319K 0.01%
4,832
448
$318K 0.01%
15,740
449
$317K 0.01%
1,893
-370
450
$316K 0.01%
5,123
16 17
18
19 20