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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$341K 0.01%
8,621
-84,407
427
$340K 0.01%
4,203
428
$340K 0.01%
5,205
-775
429
$340K 0.01%
2,764
-218
430
$340K 0.01%
1,438
-65
431
$339K 0.01%
1,506
432
$338K 0.01%
2,004
-106
433
$338K 0.01%
2,405
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434
$336K 0.01%
2,679
-199
435
$336K 0.01%
4,445
-434
436
$335K 0.01%
1,730
-70
437
$335K 0.01%
2,818
-451
438
$334K 0.01%
+1,919
439
$331K 0.01%
4,791
-352
440
$331K 0.01%
11,246
-1,788
441
$330K 0.01%
326
442
$329K 0.01%
9,686
443
$329K 0.01%
10,083
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444
$329K 0.01%
5,726
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445
$329K 0.01%
4,505
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446
$328K 0.01%
2,148
-248
447
$328K 0.01%
9,664
-574
448
$327K 0.01%
5,907
-590
449
$326K 0.01%
+1,139
450
$326K 0.01%
+11,049
16 17
18
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