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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$224K 0.01%
+8,081
627
$224K 0.01%
3,439
-362
628
$224K 0.01%
7,256
-894
629
$224K 0.01%
2,652
630
$223K 0.01%
5,129
-630
631
$223K 0.01%
2,068
632
$222K 0.01%
2,759
-292
633
$222K 0.01%
+2,891
634
$222K 0.01%
5,390
-461
635
$222K 0.01%
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636
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807
-921
637
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-130
638
$221K 0.01%
12,543
-1,273
639
$221K 0.01%
2,567
-194
640
$221K 0.01%
1,458
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641
$220K 0.01%
6,339
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642
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644
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2,620
-197
645
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646
$219K 0.01%
872
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647
$218K 0.01%
2,985
-233
648
$218K 0.01%
1,390
-326
649
$218K 0.01%
2,216
-269
650
$217K 0.01%
+1,552
24 25
26
27 28