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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.54K 0.02%
481
-4,062
602
$4.51K 0.02%
239
-4,275
603
$4.5K 0.02%
552
-3,952
604
$4.46K 0.02%
433
-4,030
605
$4.46K 0.02%
+252
606
$4.44K 0.02%
224
-4,212
607
$4.42K 0.02%
361
-4,060
608
$4.41K 0.02%
626
-3,782
609
$4.4K 0.02%
469
-3,935
610
$4.4K 0.02%
257
-4,547
611
$4.39K 0.02%
341
-2,651
612
$4.38K 0.02%
537
-3,845
613
$4.37K 0.02%
366
-4,003
614
$4.36K 0.02%
380
-3,980
615
$4.34K 0.02%
280
-4,056
616
$4.31K 0.02%
+207
617
$4.28K 0.02%
313
-3,964
618
$4.28K 0.02%
266
-4,010
619
$4.24K 0.02%
602
-3,951
620
$4.22K 0.02%
446
-3,777
621
$4.22K 0.02%
210
-4,312
622
$4.22K 0.02%
+218
623
$4.22K 0.02%
674
-3,542
624
$4.18K 0.02%
+227
625
$4.17K 0.02%
620
-4,079
23 24
25
26 27