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
526
$269K 0.01%
2,827
527
$268K 0.01%
4,363
528
$268K 0.01%
1,583
529
$268K 0.01%
25,000
530
$267K 0.01%
6,790
531
$266K 0.01%
2,858
532
$266K 0.01%
3,628
533
$265K 0.01%
2,039
534
$264K 0.01%
9,035
535
$263K 0.01%
5,370
536
$262K 0.01%
3,473
537
$262K 0.01%
1,395
538
$261K 0.01%
7,321
539
$260K 0.01%
7,601
540
$260K 0.01%
2,735
541
$259K 0.01%
8,298
-11
542
$258K 0.01%
8,141
543
$258K 0.01%
4,418
544
$258K 0.01%
1,109
545
$257K 0.01%
18,688
546
$257K 0.01%
2,276
547
$256K 0.01%
3,106
548
$256K 0.01%
6,787
+968
549
$256K 0.01%
1,188
550
$255K 0.01%
2,183
20 21
22
23 24