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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$296K 0.01%
1,780
-209
502
$296K 0.01%
2,568
-157
503
$295K 0.01%
2,253
-228
504
$295K 0.01%
2,628
-116
505
$294K 0.01%
964
506
$294K 0.01%
3,999
-671
507
$293K 0.01%
7,260
-1,829
508
$293K 0.01%
15,506
-1,438
509
$292K 0.01%
4,381
-265
510
$292K 0.01%
3,957
+33
511
$291K 0.01%
1,089
-99
512
$291K 0.01%
2,860
513
$289K 0.01%
4,484
-321
514
$288K 0.01%
1,925
-163
515
$288K 0.01%
3,192
516
$288K 0.01%
3,578
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517
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3,298
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518
$287K 0.01%
2,967
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519
$287K 0.01%
6,376
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520
$285K 0.01%
2,335
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521
$285K 0.01%
5,285
-470
522
$284K 0.01%
2,283
-301
523
$283K 0.01%
1,411
-366
524
$283K 0.01%
5,565
-247
525
$282K 0.01%
6,615
-312
19 20
21
22 23