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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$319K 0.02%
9,923
552
$318K 0.02%
12,812
553
$318K 0.02%
7,911
554
$318K 0.02%
+12,363
555
$316K 0.02%
+2,498
556
$316K 0.02%
+11,628
557
$315K 0.02%
10,088
558
$314K 0.02%
2,040
559
$314K 0.02%
5,215
560
$314K 0.02%
4,277
561
$313K 0.02%
6,702
562
$313K 0.02%
4,935
563
$312K 0.02%
5,115
+248
564
$312K 0.02%
4,158
565
$312K 0.02%
9,041
566
$312K 0.02%
6,419
567
$310K 0.02%
+7,147
568
$310K 0.02%
11,589
569
$310K 0.02%
3,838
570
$308K 0.02%
349
571
$308K 0.02%
5,432
572
$308K 0.02%
3,748
573
$308K 0.02%
3,838
574
$308K 0.02%
5,222
+254
575
$308K 0.02%
6,347
21 22
23
24 25