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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$336K 0.02%
4,661
477
$333K 0.02%
4,173
-238
478
$330K 0.02%
1,976
479
$329K 0.02%
4,926
480
$328K 0.02%
5,004
481
$327K 0.02%
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482
$327K 0.02%
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-215
483
$327K 0.02%
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484
$326K 0.02%
4,266
-400
485
$326K 0.02%
19,667
-1,924
486
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2,449
487
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3,431
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488
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2,260
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489
$324K 0.02%
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490
$323K 0.02%
4,714
491
$322K 0.02%
6,585
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$320K 0.02%
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494
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495
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3,065
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496
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2,725
-162
497
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7,468
498
$315K 0.02%
6,143
-679
499
$315K 0.02%
+1,983
500
$313K 0.02%
2,434
-234
18 19
20
21 22