SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$6.61M
3
+$6.39M
4
XYL icon
Xylem
XYL
+$5.76M
5
DVN icon
Devon Energy
DVN
+$4.58M

Top Sells

1
+$170M
2
+$110M
3
+$61.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$36.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$34.8M

Sector Composition

1 Technology 21.48%
2 Healthcare 14.93%
3 Industrials 11.99%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$217K 0.02%
6,728
-372
602
$216K 0.02%
+1,902
603
$215K 0.02%
2,835
-772
604
$214K 0.02%
5,514
-415
605
$214K 0.02%
+4,700
606
$214K 0.02%
+2,808
607
$214K 0.02%
3,210
-1,150
608
$214K 0.02%
12,872
-1,802
609
$214K 0.02%
+2,308
610
$213K 0.02%
2,864
-188
611
$213K 0.02%
2,550
-137
612
$212K 0.02%
4,389
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613
$212K 0.02%
2,227
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614
$212K 0.02%
8,216
615
$212K 0.02%
3,367
616
$212K 0.02%
+1,449
617
$212K 0.02%
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618
$211K 0.02%
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619
$211K 0.02%
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620
$211K 0.02%
1,531
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$210K 0.02%
3,052
622
$210K 0.02%
2,928
-283
623
$210K 0.02%
+1,502
624
$209K 0.02%
2,570
-233
625
$209K 0.02%
+2,202
23 24
25
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