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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$283K 0.02%
1,704
602
$282K 0.02%
10,742
603
$282K 0.02%
1,830
604
$282K 0.02%
5,278
605
$281K 0.02%
4,366
606
$281K 0.02%
8,082
607
$281K 0.02%
7,564
608
$280K 0.02%
11,959
609
$279K 0.02%
7,881
610
$279K 0.02%
4,102
611
$278K 0.02%
3,239
612
$278K 0.02%
3,624
613
$278K 0.02%
8,711
614
$277K 0.02%
6,360
615
$277K 0.02%
8,937
-500
616
$276K 0.02%
4,587
617
$275K 0.02%
7,911
618
$275K 0.02%
7,221
619
$275K 0.02%
691
620
$275K 0.02%
12,413
621
$275K 0.02%
4,806
622
$273K 0.02%
2,040
623
$273K 0.02%
6,925
624
$273K 0.02%
4,699
625
$273K 0.02%
4,091
23 24
25
26 27