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
551
$254K 0.01%
7,149
552
$254K 0.01%
1,139
553
$253K 0.01%
2,803
554
$252K 0.01%
1,487
555
$252K 0.01%
1,124
556
$252K 0.01%
8,792
557
$251K 0.01%
5,299
558
$250K 0.01%
2,091
559
$249K 0.01%
1,146
560
$247K 0.01%
2,090
561
$246K 0.01%
7,100
562
$246K 0.01%
3,599
563
$246K 0.01%
3,122
564
$246K 0.01%
11,717
565
$246K 0.01%
2,992
566
$246K 0.01%
13,728
567
$245K 0.01%
1,931
568
$245K 0.01%
3,364
569
$245K 0.01%
6,514
570
$245K 0.01%
+4,895
571
$244K 0.01%
7,592
572
$244K 0.01%
10,385
573
$244K 0.01%
2,219
574
$243K 0.01%
3,306
575
$243K 0.01%
4,629
21 22
23
24 25