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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$243K 0.01%
2,090
577
$242K 0.01%
11,696
-2,113
578
$242K 0.01%
8,004
579
$242K 0.01%
2,397
580
$242K 0.01%
6,457
581
$242K 0.01%
3,023
582
$241K 0.01%
3,211
583
$240K 0.01%
+2,860
584
$240K 0.01%
3,019
585
$240K 0.01%
5,107
586
$237K 0.01%
5,517
587
$237K 0.01%
5,793
588
$237K 0.01%
2,800
-600
589
$236K 0.01%
4,507
-510
590
$236K 0.01%
4,510
591
$236K 0.01%
4,207
592
$235K 0.01%
2,103
593
$235K 0.01%
2,454
594
$234K 0.01%
14,674
595
$234K 0.01%
7,144
596
$234K 0.01%
1,931
597
$233K 0.01%
2,422
598
$233K 0.01%
2,652
599
$233K 0.01%
1,606
600
$233K 0.01%
1,871
22 23
24
25 26