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
476
$374K 0.02%
5,337
477
$374K 0.02%
60,000
478
$373K 0.02%
5,621
479
$373K 0.02%
50,000
-80,000
480
$372K 0.02%
21,987
481
$371K 0.02%
24,346
482
$370K 0.02%
6,709
483
$370K 0.02%
1,549
484
$370K 0.02%
12,412
485
$369K 0.02%
19,132
-1,000
486
$368K 0.02%
5,146
487
$368K 0.02%
2,490
488
$368K 0.02%
65,965
489
$367K 0.02%
5,161
490
$367K 0.02%
32,515
491
$365K 0.02%
11,284
492
$363K 0.02%
26,800
493
$362K 0.02%
4,192
494
$359K 0.02%
16,938
495
$358K 0.02%
6,716
496
$357K 0.02%
6,380
497
$357K 0.02%
3,338
498
$356K 0.02%
5,323
-6,900
499
$356K 0.02%
17,814
500
$355K 0.02%
9,710
-104,800
18 19
20
21 22