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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$264K 0.01%
3,531
-186
552
$264K 0.01%
2,845
-256
553
$263K 0.01%
2,644
-180
554
$262K 0.01%
8,169
-299
555
$262K 0.01%
2,014
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556
$261K 0.01%
1,526
-235
557
$260K 0.01%
1,543
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558
$260K 0.01%
3,146
-303
559
$258K 0.01%
4,900
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560
$255K 0.01%
3,735
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561
$255K 0.01%
5,082
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562
$255K 0.01%
5,091
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563
$253K 0.01%
7,303
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564
$252K 0.01%
2,137
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565
$252K 0.01%
4,717
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566
$251K 0.01%
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$251K 0.01%
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5,287
-259
569
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2,785
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570
$249K 0.01%
8,525
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571
$249K 0.01%
+1,907
572
$248K 0.01%
3,742
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573
$248K 0.01%
5,697
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574
$248K 0.01%
+6,593
575
$247K 0.01%
10,818
-229,412
21 22
23
24 25