SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$260K 0.01%
2,731
602
$260K 0.01%
734
+40
603
$259K 0.01%
20,401
-1,238
604
$259K 0.01%
5,244
-240
605
$258K 0.01%
5,790
606
$258K 0.01%
4,509
607
$257K 0.01%
+3,464
608
$257K 0.01%
+4,564
609
$257K 0.01%
12,016
-815
610
$256K 0.01%
3,073
-141
611
$256K 0.01%
14,019
612
$255K 0.01%
7,144
613
$255K 0.01%
11,960
614
$254K 0.01%
+4,262
615
$254K 0.01%
5,452
-554
616
$253K 0.01%
4,422
-308
617
$253K 0.01%
3,092
618
$252K 0.01%
5,790
-654
619
$252K 0.01%
9,847
-1,095
620
$252K 0.01%
3,017
-138
621
$251K 0.01%
4,220
622
$250K 0.01%
3,518
623
$250K 0.01%
+772
624
$250K 0.01%
10,273
-684
625
$250K 0.01%
17,800
23 24
25
26 27