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
476
$296K 0.01%
6,628
477
$295K 0.01%
2,028
478
$293K 0.01%
2,849
479
$293K 0.01%
1,260
480
$293K 0.01%
3,607
481
$292K 0.01%
4,033
482
$292K 0.01%
15,519
483
$291K 0.01%
1,892
-600
484
$291K 0.01%
8,188
485
$291K 0.01%
3,878
486
$289K 0.01%
10,956
487
$288K 0.01%
7,087
488
$288K 0.01%
3,316
489
$287K 0.01%
1,054
490
$286K 0.01%
2,166
491
$284K 0.01%
3,937
492
$284K 0.01%
6,602
493
$284K 0.01%
2,677
494
$283K 0.01%
2,810
495
$283K 0.01%
2,663
496
$282K 0.01%
1,687
497
$282K 0.01%
4,264
498
$282K 0.01%
2,009
499
$282K 0.01%
3,328
500
$280K 0.01%
1,822
18 19
20
21 22