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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$390K 0.03%
26,380
452
$390K 0.03%
8,088
453
$389K 0.03%
10,114
-20,800
454
$388K 0.02%
10,259
455
$388K 0.02%
6,910
456
$387K 0.02%
2,855
-590
457
$386K 0.02%
9,723
458
$386K 0.02%
3,393
+800
459
$386K 0.02%
2,978
460
$386K 0.02%
3,070
461
$386K 0.02%
4,903
462
$385K 0.02%
4,689
463
$385K 0.02%
18,525
464
$383K 0.02%
3,144
465
$383K 0.02%
7,529
466
$383K 0.02%
9,318
467
$383K 0.02%
4,543
468
$382K 0.02%
9,645
469
$382K 0.02%
7,370
470
$381K 0.02%
27,660
471
$380K 0.02%
7,783
472
$379K 0.02%
12,280
-942
473
$377K 0.02%
3,442
474
$376K 0.02%
4,602
475
$374K 0.02%
14,253
17 18
19
20 21