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
451
$326K 0.01%
5,973
452
$325K 0.01%
2,680
-206
453
$325K 0.01%
1,268
-206
454
$325K 0.01%
3,000
455
$324K 0.01%
10,566
-293
456
$324K 0.01%
10,544
-1,003
457
$324K 0.01%
9,006
-487
458
$322K 0.01%
1,691
-171
459
$322K 0.01%
13,412
-1,833
460
$322K 0.01%
10,567
-558
461
$321K 0.01%
8,698
+221
462
$321K 0.01%
2,955
-47
463
$320K 0.01%
5,224
464
$319K 0.01%
1,420
465
$319K 0.01%
3,883
-478
466
$318K 0.01%
2,606
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467
$317K 0.01%
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468
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1,540
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469
$316K 0.01%
4,636
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470
$314K 0.01%
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471
$314K 0.01%
2,031
472
$312K 0.01%
1,017
-131
473
$312K 0.01%
1,805
-82
474
$311K 0.01%
+3,183
475
$311K 0.01%
960
-131
17 18
19
20 21