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
576
$307K 0.02%
+2,790
577
$307K 0.02%
7,822
+434
578
$307K 0.02%
21,686
+2,456
579
$306K 0.02%
2,163
-2,735
580
$305K 0.02%
1,078
581
$305K 0.02%
4,804
-20,600
582
$304K 0.02%
3,882
+123
583
$304K 0.02%
3,686
584
$303K 0.02%
8,579
+801
585
$303K 0.02%
12,743
586
$302K 0.02%
11,754
587
$302K 0.02%
2,932
+446
588
$301K 0.02%
4,622
589
$300K 0.02%
3,522
590
$300K 0.02%
12,956
591
$300K 0.02%
4,136
+153
592
$300K 0.02%
1,741
593
$299K 0.02%
4,251
-201
594
$299K 0.02%
8,831
+894
595
$298K 0.02%
4,223
-1,100
596
$298K 0.02%
6,768
-85,300
597
$298K 0.02%
8,432
+600
598
$298K 0.02%
3,706
599
$298K 0.02%
8,937
600
$298K 0.02%
332
22 23
24
25 26