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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$233K 0.01%
6,634
602
$232K 0.01%
1,952
603
$232K 0.01%
4,444
604
$232K 0.01%
725
605
$231K 0.01%
7,603
606
$231K 0.01%
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607
$230K 0.01%
7,880
608
$230K 0.01%
15,533
609
$229K 0.01%
8,750
610
$229K 0.01%
1,529
611
$228K 0.01%
5,111
612
$226K 0.01%
5,224
613
$226K 0.01%
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614
$225K 0.01%
8,216
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615
$225K 0.01%
9,058
616
$224K 0.01%
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617
$224K 0.01%
6,057
618
$224K 0.01%
21,550
619
$223K 0.01%
+1,783
620
$223K 0.01%
1,490
621
$223K 0.01%
11,689
622
$222K 0.01%
5,074
623
$222K 0.01%
9,782
624
$221K 0.01%
4,450
625
$221K 0.01%
3,052
23 24
25
26 27