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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$295K 0.02%
1,191
577
$295K 0.02%
4,514
578
$294K 0.02%
8,128
579
$294K 0.02%
+5,208
580
$293K 0.02%
4,339
581
$293K 0.02%
3,819
582
$292K 0.02%
1,353
583
$292K 0.02%
2,245
584
$292K 0.02%
8,880
585
$291K 0.02%
2,200
586
$291K 0.02%
7,144
-9,100
587
$291K 0.02%
9,448
588
$291K 0.02%
6,940
-400
589
$288K 0.02%
16,469
590
$288K 0.02%
4,643
591
$287K 0.02%
1,806
592
$287K 0.02%
+634
593
$287K 0.02%
4,504
-3,000
594
$287K 0.02%
4,665
595
$286K 0.02%
11,526
596
$286K 0.02%
3,898
597
$286K 0.02%
7,214
598
$285K 0.02%
12,375
599
$284K 0.02%
11,169
600
$284K 0.02%
4,484
22 23
24
25 26