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
626
$273K 0.02%
4,751
627
$273K 0.02%
9,572
628
$272K 0.02%
3,591
629
$272K 0.02%
2,137
630
$272K 0.02%
1,774
631
$272K 0.02%
6,079
632
$272K 0.02%
8,850
+1,950
633
$271K 0.02%
1,736
634
$271K 0.02%
25,421
-300
635
$271K 0.02%
4,277
636
$270K 0.02%
1,647
637
$270K 0.02%
3,057
638
$269K 0.02%
3,724
-54,100
639
$269K 0.02%
11,936
640
$268K 0.02%
14,755
641
$268K 0.02%
2,403
642
$268K 0.02%
3,718
643
$268K 0.02%
5,343
644
$267K 0.02%
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645
$267K 0.02%
4,990
646
$265K 0.02%
1,407
647
$264K 0.02%
5,481
648
$264K 0.02%
1,628
649
$264K 0.02%
4,968
650
$264K 0.02%
5,004
24 25
26
27 28