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
501
$312K 0.02%
1,576
-191
502
$310K 0.02%
10,542
503
$310K 0.02%
14,242
504
$310K 0.02%
5,802
-337
505
$308K 0.02%
3,988
-372
506
$308K 0.02%
2,814
-274
507
$308K 0.02%
10,938
-708
508
$307K 0.02%
3,558
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509
$307K 0.02%
13,520
-3,801
510
$307K 0.02%
20,464
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511
$306K 0.02%
3,710
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512
$306K 0.02%
9,366
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513
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6,058
-868
514
$305K 0.02%
1,429
-84
515
$305K 0.02%
17,690
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516
$302K 0.02%
8,618
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517
$301K 0.02%
3,322
518
$301K 0.02%
1,932
519
$300K 0.02%
5,100
520
$300K 0.02%
4,033
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521
$300K 0.02%
6,981
-336
522
$299K 0.02%
7,505
-536
523
$299K 0.02%
9,283
524
$298K 0.02%
1,556
-161
525
$298K 0.02%
4,123
19 20
21
22 23