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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$353K 0.02%
4,926
502
$353K 0.02%
2,719
-65
503
$353K 0.02%
24,346
504
$350K 0.02%
2,786
505
$349K 0.02%
2,703
506
$349K 0.02%
15,886
507
$348K 0.02%
2,479
508
$346K 0.02%
14,360
509
$345K 0.02%
4,855
+371
510
$344K 0.02%
3,390
+1,290
511
$344K 0.02%
10,405
512
$344K 0.02%
1,930
513
$344K 0.02%
4,053
514
$343K 0.02%
7,971
+365
515
$343K 0.02%
3,572
-1,009
516
$342K 0.02%
12,689
517
$342K 0.02%
13,140
518
$341K 0.02%
4,912
519
$341K 0.02%
+6,500
520
$340K 0.02%
1,717
521
$340K 0.02%
3,718
-278
522
$340K 0.02%
20,210
+4,353
523
$339K 0.02%
+8,993
524
$339K 0.02%
3,752
525
$338K 0.02%
9,000
19 20
21
22 23