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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$272K 0.02%
10,446
577
$272K 0.02%
+8,261
578
$271K 0.02%
6,458
-301
579
$270K 0.01%
6,917
-608
580
$270K 0.01%
12,144
581
$269K 0.01%
8,640
-592
582
$268K 0.01%
3,775
583
$268K 0.01%
1,611
584
$267K 0.01%
2,414
-1,147
585
$267K 0.01%
6,612
-602
586
$267K 0.01%
12,252
587
$266K 0.01%
2,839
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588
$266K 0.01%
3,057
589
$266K 0.01%
3,107
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590
$265K 0.01%
6,522
-370
591
$265K 0.01%
+9,060
592
$264K 0.01%
4,254
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593
$263K 0.01%
3,744
594
$263K 0.01%
5,983
595
$263K 0.01%
3,159
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596
$262K 0.01%
2,668
597
$262K 0.01%
5,487
-261
598
$262K 0.01%
7,860
599
$261K 0.01%
16,469
600
$260K 0.01%
4,172
-196
22 23
24
25 26