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
526
$298K 0.02%
5,771
-638
527
$297K 0.02%
3,055
528
$296K 0.02%
3,448
529
$296K 0.02%
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530
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-90
531
$294K 0.02%
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532
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535
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536
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537
$292K 0.02%
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$291K 0.02%
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540
$290K 0.02%
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541
$290K 0.02%
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542
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543
$289K 0.02%
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544
$289K 0.02%
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545
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546
$287K 0.02%
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547
$287K 0.02%
2,521
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548
$286K 0.02%
2,262
-125
549
$286K 0.02%
5,819
550
$285K 0.02%
3,293
-154
20 21
22
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