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
576
$4.96K 0.02%
245
-4,717
577
$4.93K 0.02%
+297
578
$4.91K 0.02%
339
-4,573
579
$4.9K 0.02%
8,555
+3,563
580
$4.88K 0.02%
+267
581
$4.86K 0.02%
250
-4,605
582
$4.84K 0.02%
378
-4,459
583
$4.83K 0.02%
310
-4,525
584
$4.83K 0.02%
+211
585
$4.82K 0.02%
262
-4,562
586
$4.82K 0.02%
807
-6,563
587
$4.82K 0.02%
253
-4,563
588
$4.81K 0.02%
+381
589
$4.8K 0.02%
226
-4,576
590
$4.75K 0.02%
+236
591
$4.73K 0.02%
220
-4,510
592
$4.69K 0.02%
426
-4,263
593
$4.68K 0.02%
387
-4,298
594
$4.67K 0.02%
+207
595
$4.66K 0.02%
324
-4,338
596
$4.62K 0.02%
328
-4,294
597
$4.62K 0.02%
252
-5,624
598
$4.61K 0.02%
207
-4,407
599
$4.56K 0.02%
394
-4,163
600
$4.56K 0.02%
1,974
-11,694
22 23
24
25 26