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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$241K 0.01%
4,276
652
$240K 0.01%
2,237
-106
653
$240K 0.01%
3,063
654
$240K 0.01%
+8,937
655
$239K 0.01%
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-140
656
$239K 0.01%
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-3,270
657
$238K 0.01%
1,227
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658
$237K 0.01%
+5,660
659
$236K 0.01%
1,533
-98
660
$236K 0.01%
7,564
-552
661
$235K 0.01%
4,553
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662
$235K 0.01%
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663
$235K 0.01%
5,376
664
$233K 0.01%
3,637
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665
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3,572
666
$233K 0.01%
8,704
667
$232K 0.01%
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669
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612
670
$231K 0.01%
8,638
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671
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7,811
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672
$230K 0.01%
3,451
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673
$230K 0.01%
2,305
-283
674
$229K 0.01%
5,619
-619
675
$229K 0.01%
+1,299
25 26
27
28 29