SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
-6.37%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$888M
AUM Growth
-$56.2M
(-6%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
22.99%
Holding
799
New
35
Increased
189
Reduced
75
Closed
65
Top Buys
| 1 |
Kraft Heinz
KHC
|
+$4.79M |
| 2 |
Sprouts Farmers Market
SFM
|
+$4.22M |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.48M |
| 4 |
CME Group
CME
|
+$1.91M |
| 5 |
BHP
BHP
|
+$1.64M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
+$4.26M |
| 2 |
Altria Group
MO
|
+$2.79M |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$2.71M |
| 4 |
DTV
DIRECTV COM STK (DE)
DTV
|
+$2.58M |
| 5 |
eBay
EBAY
|
+$2.28M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Financials | 14.53% |
| 3 | Healthcare | 14.47% |
| 4 | Communication Services | 9.23% |
| 5 | Consumer Discretionary | 8.35% |
