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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$250K 0.01%
+2,713
627
$248K 0.01%
2,906
-137
628
$248K 0.01%
6,421
-506
629
$248K 0.01%
3,647
-158
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$247K 0.01%
5,820
631
$247K 0.01%
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632
$247K 0.01%
2,471
-123
633
$246K 0.01%
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634
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3,554
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635
$246K 0.01%
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636
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3,725
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637
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638
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639
$245K 0.01%
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640
$245K 0.01%
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641
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643
$244K 0.01%
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644
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645
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646
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647
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2,770
648
$244K 0.01%
7,232
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649
$243K 0.01%
8,135
-664
650
$241K 0.01%
3,361
24 25
26
27 28