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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$216K 0.01%
15,711
-2,170
652
$216K 0.01%
+261
653
$216K 0.01%
9,456
-727
654
$216K 0.01%
2,324
-247
655
$214K 0.01%
+2,815
656
$214K 0.01%
2,724
-228
657
$214K 0.01%
+5,290
658
$213K 0.01%
2,829
-1,061
659
$213K 0.01%
12,620
-921
660
$213K 0.01%
7,901
-1,570
661
$212K 0.01%
+983
662
$212K 0.01%
5,735
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663
$212K 0.01%
4,816
-435
664
$212K 0.01%
4,397
-10,390
665
$211K 0.01%
+3,378
666
$211K 0.01%
+6,846
667
$211K 0.01%
678
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668
$210K 0.01%
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669
$210K 0.01%
5,416
-379
670
$209K 0.01%
1,427
-100
671
$207K 0.01%
+6,857
672
$207K 0.01%
6,803
-447
673
$207K 0.01%
+911
674
$206K 0.01%
2,513
-296
675
$206K 0.01%
+1,425
25 26
27
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