SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+5.48%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$716M
AUM Growth
+$34.1M
(+5%)
Cap. Flow
-$234K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
15.21%
Holding
820
New
56
Increased
192
Reduced
75
Closed
22
Top Buys
| 1 |
Bank of America
BAC
|
$2.14M |
| 2 |
Vulcan Materials
VMC
|
$1.88M |
| 3 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
$1.74M |
| 4 |
Citigroup
C
|
$1.39M |
| 5 |
Verizon
VZ
|
$634K |
Top Sells
| 1 |
Apple
AAPL
|
$7.04M |
| 2 |
Johnson & Johnson
JNJ
|
$4.83M |
| 3 |
PepsiCo
PEP
|
$3.03M |
| 4 |
Encompass Health
EHC
|
$2.66M |
| 5 |
Microsoft
MSFT
|
$2.64M |
Sector Composition
| 1 | Technology | 18.53% |
| 2 | Healthcare | 14.16% |
| 3 | Financials | 12.27% |
| 4 | Industrials | 10.11% |
| 5 | Energy | 8.42% |
