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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$247K 0.01%
7,340
577
$247K 0.01%
1,811
-82
578
$246K 0.01%
6,951
-131
579
$246K 0.01%
5,232
-10,400
580
$246K 0.01%
6,277
-769
581
$246K 0.01%
1,180
-89
582
$246K 0.01%
+6,726
583
$245K 0.01%
9,684
-1,273
584
$245K 0.01%
+1,648
585
$245K 0.01%
3,180
-12
586
$244K 0.01%
2,192
-161
587
$244K 0.01%
2,612
-242
588
$244K 0.01%
9,132
-1,089
589
$243K 0.01%
1,999
-138
590
$241K 0.01%
+9,000
591
$241K 0.01%
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592
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593
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594
$240K 0.01%
4,289
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595
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596
$239K 0.01%
1,965
-239
597
$238K 0.01%
+1,843
598
$237K 0.01%
+6,292
599
$236K 0.01%
1,121
-96
600
$236K 0.01%
1,635
-108
22 23
24
25 26