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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$263K 0.02%
4,429
652
$263K 0.02%
8,345
+200
653
$263K 0.02%
1,800
-915
654
$262K 0.02%
3,416
655
$261K 0.02%
5,307
656
$261K 0.02%
4,813
657
$261K 0.02%
12,743
658
$260K 0.02%
+7,425
659
$260K 0.02%
5,431
660
$260K 0.02%
3,394
661
$260K 0.02%
6,728
662
$259K 0.02%
4,726
663
$259K 0.02%
3,218
664
$257K 0.02%
4,187
665
$256K 0.02%
3,759
666
$256K 0.02%
1,971
667
$256K 0.02%
7,087
668
$256K 0.02%
2,618
669
$255K 0.02%
4,234
670
$255K 0.02%
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671
$254K 0.02%
18,000
-7,000
672
$253K 0.02%
2,675
673
$253K 0.02%
5,102
674
$253K 0.02%
1,743
675
$253K 0.02%
15,418
25 26
27
28 29