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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3.78K 0.01%
264
-3,516
652
$3.76K 0.01%
788
-2,972
653
$3.76K 0.01%
251
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654
$3.75K 0.01%
282
-3,466
655
$3.75K 0.01%
+204
656
$3.74K 0.01%
+232
657
$3.74K 0.01%
327
-3,412
658
$3.74K 0.01%
237
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659
$3.72K 0.01%
298
-3,426
660
$3.72K 0.01%
907
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661
$3.72K 0.01%
374
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662
$3.71K 0.01%
282
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663
$3.69K 0.01%
263
-3,422
664
$3.64K 0.01%
256
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665
$3.63K 0.01%
298
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666
$3.63K 0.01%
400
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667
$3.62K 0.01%
404
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668
$3.59K 0.01%
476
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669
$3.58K 0.01%
+229
670
$3.58K 0.01%
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671
$3.57K 0.01%
305
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672
$3.57K 0.01%
269
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673
$3.56K 0.01%
+202
674
$3.55K 0.01%
369
-3,383
675
$3.54K 0.01%
325
-3,216
25 26
27
28 29