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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$285K 0.02%
7,349
+553
627
$285K 0.02%
10,742
628
$285K 0.02%
+2,080
629
$285K 0.02%
3,236
630
$285K 0.02%
5,004
631
$284K 0.02%
3,961
632
$284K 0.02%
5,983
633
$283K 0.02%
4,662
634
$283K 0.02%
14,298
635
$282K 0.02%
3,100
636
$282K 0.02%
5,278
637
$281K 0.02%
8,866
638
$280K 0.02%
5,218
+596
639
$280K 0.02%
3,255
+361
640
$280K 0.02%
691
641
$279K 0.02%
5,672
+138
642
$279K 0.02%
5,102
643
$279K 0.02%
8,480
+304
644
$279K 0.02%
1,500
645
$279K 0.02%
7,920
+229
646
$278K 0.02%
11,535
647
$277K 0.02%
3,789
+257
648
$276K 0.02%
6,808
-4,000
649
$276K 0.02%
896
650
$276K 0.02%
+16,245
24 25
26
27 28