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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$276K 0.02%
3,009
652
$276K 0.02%
12,831
653
$275K 0.02%
2,517
654
$275K 0.02%
3,758
655
$275K 0.02%
+5,828
656
$275K 0.02%
10,344
+782
657
$274K 0.02%
3,743
658
$274K 0.02%
2,835
-751
659
$272K 0.02%
3,628
660
$272K 0.02%
4,329
661
$272K 0.02%
+8,301
662
$271K 0.02%
2,675
663
$271K 0.02%
4,614
664
$271K 0.02%
+1,842
665
$270K 0.02%
+8,748
666
$270K 0.02%
1,615
667
$270K 0.02%
+1,336
668
$270K 0.02%
9,659
669
$270K 0.02%
7,422
670
$270K 0.02%
3,744
671
$270K 0.02%
4,514
672
$269K 0.02%
1,547
+154
673
$267K 0.02%
+2,383
674
$267K 0.02%
15,052
-400
675
$267K 0.02%
4,462
25 26
27
28 29