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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$387K 0.02%
8,453
452
$385K 0.02%
14,745
453
$385K 0.02%
5,508
454
$385K 0.02%
7,974
455
$384K 0.02%
25,745
456
$384K 0.02%
6,509
457
$383K 0.02%
8,549
458
$383K 0.02%
2,250
459
$383K 0.02%
2,155
460
$381K 0.02%
27,900
+2,335
461
$380K 0.02%
3,184
+117
462
$379K 0.02%
7,122
463
$379K 0.02%
5,314
464
$378K 0.02%
2,830
465
$378K 0.02%
1,672
+93
466
$377K 0.02%
3,128
467
$375K 0.02%
5,879
468
$374K 0.02%
4,557
+218
469
$374K 0.02%
3,765
470
$374K 0.02%
5,895
+258
471
$372K 0.02%
13,000
472
$372K 0.02%
5,052
+365
473
$372K 0.02%
2,612
474
$371K 0.02%
3,007
475
$371K 0.02%
9,508
+142
17 18
19
20 21