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
501
$280K 0.01%
7,761
502
$280K 0.01%
3,218
503
$280K 0.01%
2,441
+155
504
$280K 0.01%
4,474
505
$279K 0.01%
8,909
506
$278K 0.01%
5,132
-11,150
507
$278K 0.01%
10,549
508
$278K 0.01%
+1,511
509
$277K 0.01%
5,427
510
$277K 0.01%
5,436
511
$277K 0.01%
3,000
512
$277K 0.01%
1,892
513
$277K 0.01%
6,211
514
$277K 0.01%
4,360
515
$276K 0.01%
9,580
516
$273K 0.01%
5,862
-1,085
517
$273K 0.01%
1,750
518
$271K 0.01%
1,181
519
$271K 0.01%
3,400
520
$270K 0.01%
6,299
521
$270K 0.01%
8,419
-5,000
522
$270K 0.01%
684
523
$270K 0.01%
3,958
524
$270K 0.01%
1,548
525
$269K 0.01%
4,107
19 20
21
22 23