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
551
$5.54K 0.02%
+228
552
$5.52K 0.02%
423
-3,828
553
$5.49K 0.02%
618
-10,370
554
$5.44K 0.02%
336
-5,103
555
$5.43K 0.02%
268
-5,164
556
$5.4K 0.02%
820
-4,581
557
$5.31K 0.02%
399
-4,915
558
$5.28K 0.02%
+217
559
$5.25K 0.02%
1,092
-19,924
560
$5.25K 0.02%
423
-4,826
561
$5.25K 0.02%
578
-4,671
562
$5.23K 0.02%
1,031
-4,099
563
$5.22K 0.02%
284
-4,938
564
$5.22K 0.02%
301
-4,917
565
$5.21K 0.02%
285
-4,930
566
$5.18K 0.02%
594
-9,758
567
$5.16K 0.02%
465
-4,690
568
$5.12K 0.02%
306
-4,809
569
$5.1K 0.02%
281
-4,821
570
$5.09K 0.02%
601
-4,494
571
$5.07K 0.02%
247
-4,825
572
$5.07K 0.02%
454
-4,616
573
$5.06K 0.02%
487
-4,572
574
$5.05K 0.02%
281
-4,771
575
$5K 0.02%
294
-4,710
21 22
23
24 25