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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$333K 0.02%
3,776
527
$332K 0.02%
10,704
528
$332K 0.02%
3,187
529
$332K 0.02%
7,974
530
$331K 0.02%
3,675
531
$331K 0.02%
7,700
532
$331K 0.02%
3,860
533
$329K 0.02%
2,250
534
$329K 0.02%
2,986
535
$328K 0.02%
1,930
536
$327K 0.02%
3,124
537
$327K 0.02%
2,920
538
$327K 0.02%
4,936
539
$327K 0.02%
15,972
540
$326K 0.02%
954
+58
541
$326K 0.02%
1,899
-21,025
542
$325K 0.02%
4,331
543
$324K 0.02%
3,787
544
$323K 0.02%
13,076
545
$322K 0.02%
12,831
546
$321K 0.02%
3,322
547
$320K 0.02%
4,067
548
$319K 0.02%
15,307
549
$319K 0.02%
12,344
550
$318K 0.02%
2,870
20 21
22
23 24