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
$4.67B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$15.2M
3 +$14.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.9M
5
EMR icon
Emerson Electric
EMR
+$11.6M

Top Sells

1 +$17.6M
2 +$16.8M
3 +$16.4M
4
NVDA icon
NVIDIA
NVDA
+$9.57M
5
OMC icon
Omnicom Group
OMC
+$7.42M

Sector Composition

1 Technology 44.67%
2 Communication Services 12.56%
3 Consumer Discretionary 11.43%
4 Industrials 6.78%
5 Financials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LIVN icon
476
LivaNova
LIVN
$3.47B
$325K 0.01%
+6,206
FDX icon
477
FedEx
FDX
$63.6B
$324K 0.01%
1,376
EIX icon
478
Edison International
EIX
$22.1B
$322K 0.01%
5,823
IDCC icon
479
InterDigital
IDCC
$8.8B
$321K 0.01%
931
-23
CMA icon
480
Comerica
CMA
$10.6B
$320K 0.01%
4,675
ALV icon
481
Autoliv
ALV
$9.13B
$320K 0.01%
2,588
ATR icon
482
AptarGroup
ATR
$8.1B
$318K 0.01%
2,382
LHX icon
483
L3Harris
LHX
$51.8B
$318K 0.01%
1,041
RRC icon
484
Range Resources
RRC
$9.35B
$318K 0.01%
8,443
CR icon
485
Crane Co
CR
$10.5B
$318K 0.01%
1,725
CELH icon
486
Celsius Holdings
CELH
$10.9B
$318K 0.01%
5,523
REXR icon
487
Rexford Industrial Realty
REXR
$9.62B
$316K 0.01%
7,687
-285
CMI icon
488
Cummins
CMI
$70.1B
$315K 0.01%
746
-21
ALL icon
489
Allstate
ALL
$54.5B
$315K 0.01%
1,466
CFR icon
490
Cullen/Frost Bankers
CFR
$8.07B
$314K 0.01%
2,478
PLNT icon
491
Planet Fitness
PLNT
$9.04B
$314K 0.01%
3,023
WTFC icon
492
Wintrust Financial
WTFC
$9.15B
$312K 0.01%
2,358
SPG icon
493
Simon Property Group
SPG
$59.7B
$312K 0.01%
1,662
-54
FCX icon
494
Freeport-McMoran
FCX
$64.3B
$312K 0.01%
7,951
QRVO icon
495
Qorvo
QRVO
$8.29B
$308K 0.01%
3,385
BIDU icon
496
Baidu
BIDU
$40.4B
$308K 0.01%
2,335
ASAN icon
497
Asana
ASAN
$3.38B
$306K 0.01%
22,925
AWI icon
498
Armstrong World Industries
AWI
$8.12B
$306K 0.01%
1,559
-34
DY icon
499
Dycom Industries
DY
$10.2B
$305K 0.01%
1,044
-75
BRX icon
500
Brixmor Property Group
BRX
$7.73B
$304K 0.01%
10,992