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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.2K 0.02%
312
-5,887
527
$6.01K 0.02%
366
-5,640
528
$5.98K 0.02%
242
-5,741
529
$5.97K 0.02%
283
-5,690
530
$5.96K 0.02%
411
-5,553
531
$5.93K 0.02%
+221
532
$5.92K 0.02%
1,042
-4,878
533
$5.89K 0.02%
373
-5,522
534
$5.88K 0.02%
298
-5,681
535
$5.85K 0.02%
+215
536
$5.83K 0.02%
746
-5,084
537
$5.82K 0.02%
+217
538
$5.82K 0.02%
243
-9,347
539
$5.82K 0.02%
437
-5,382
540
$5.79K 0.02%
288
-5,502
541
$5.77K 0.02%
2,013
-3,758
542
$5.77K 0.02%
314
-5,454
543
$5.69K 0.02%
729
-4,963
544
$5.68K 0.02%
538
-5,142
545
$5.67K 0.02%
254
-5,418
546
$5.67K 0.02%
+201
547
$5.63K 0.02%
+207
548
$5.63K 0.02%
291
-5,335
549
$5.6K 0.02%
629
-7,371
550
$5.58K 0.02%
1,665
-26,235
20 21
22
23 24