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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$208K 0.01%
+4,882
652
$208K 0.01%
3,236
653
$208K 0.01%
+1,112
654
$207K 0.01%
8,833
-8,900
655
$207K 0.01%
1,277
656
$207K 0.01%
2,060
657
$206K 0.01%
2,395
658
$206K 0.01%
8,953
659
$205K 0.01%
1,256
660
$205K 0.01%
12,205
661
$204K 0.01%
3,258
662
$204K 0.01%
7,340
663
$204K 0.01%
+2,739
664
$203K 0.01%
+1,852
665
$203K 0.01%
3,369
666
$203K 0.01%
3,492
667
$203K 0.01%
2,878
-752
668
$203K 0.01%
2,850
669
$203K 0.01%
6,727
670
$202K 0.01%
941
671
$202K 0.01%
3,327
672
$202K 0.01%
5,356
673
$202K 0.01%
3,817
-18
674
$201K 0.01%
2,202
675
$200K 0.01%
3,138
25 26
27
28 29