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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.16K 0.02%
304
-3,854
627
$4.15K 0.02%
334
-3,889
628
$4.14K 0.02%
245
-3,891
629
$4.12K 0.02%
297
-3,826
630
$4.11K 0.02%
347
-3,765
631
$4.08K 0.02%
240
-3,840
632
$4.08K 0.02%
275
-3,804
633
$4.05K 0.02%
273
-3,780
634
$3.98K 0.02%
558
-3,458
635
$3.96K 0.02%
+283
636
$3.95K 0.02%
376
-3,574
637
$3.95K 0.02%
233
-3,716
638
$3.92K 0.02%
488
-3,437
639
$3.91K 0.02%
562
-7,260
640
$3.9K 0.02%
347
-3,551
641
$3.88K 0.02%
231
-3,651
642
$3.86K 0.02%
229
-3,632
643
$3.85K 0.02%
284
-3,561
644
$3.84K 0.02%
357
-3,481
645
$3.84K 0.02%
364
-3,474
646
$3.83K 0.02%
1,944
-1,885
647
$3.81K 0.02%
+226
648
$3.79K 0.02%
486
-3,309
649
$3.79K 0.01%
291
-3,498
650
$3.78K 0.01%
280
-3,501
24 25
26
27 28