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
451
$315K 0.01%
2,776
452
$314K 0.01%
2,762
453
$313K 0.01%
2,131
454
$312K 0.01%
1,190
455
$311K 0.01%
5,553
456
$310K 0.01%
4,113
-600
457
$310K 0.01%
993
-14,400
458
$309K 0.01%
10,485
459
$308K 0.01%
2,269
460
$308K 0.01%
5,825
461
$307K 0.01%
4,563
462
$307K 0.01%
5,682
463
$304K 0.01%
3,285
464
$303K 0.01%
3,308
465
$302K 0.01%
3,798
466
$302K 0.01%
16,488
467
$302K 0.01%
2,939
468
$301K 0.01%
5,397
469
$300K 0.01%
29,226
470
$300K 0.01%
3,018
471
$300K 0.01%
5,708
472
$299K 0.01%
139
473
$299K 0.01%
3,637
474
$297K 0.01%
2,195
475
$297K 0.01%
5,211
17 18
19
20 21