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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$220K 0.01%
3,471
627
$220K 0.01%
6,656
628
$220K 0.01%
2,874
629
$220K 0.01%
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$219K 0.01%
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631
$219K 0.01%
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632
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530
633
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634
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635
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636
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637
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638
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641
$213K 0.01%
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642
$213K 0.01%
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643
$212K 0.01%
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$212K 0.01%
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$210K 0.01%
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648
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649
$210K 0.01%
16,627
650
$208K 0.01%
3,751
-10,234
24 25
26
27 28