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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$253K 0.02%
3,100
677
$252K 0.02%
+1,285
678
$252K 0.02%
7,860
679
$251K 0.02%
7,832
-1
680
$251K 0.02%
2,894
681
$251K 0.02%
3,686
682
$251K 0.02%
1,808
683
$250K 0.02%
15,039
+200
684
$250K 0.02%
2,951
685
$249K 0.02%
+8,600
686
$249K 0.02%
22,192
687
$248K 0.02%
3,213
688
$248K 0.02%
7,482
689
$248K 0.02%
1,083
690
$246K 0.02%
25,565
691
$246K 0.02%
7,996
692
$246K 0.02%
3,809
693
$245K 0.02%
349
694
$245K 0.02%
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695
$245K 0.02%
4,718
696
$245K 0.02%
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697
$244K 0.02%
2,147
698
$244K 0.02%
4,986
699
$244K 0.02%
4,581
700
$244K 0.02%
+717
26 27
28
29 30