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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$267K 0.02%
+4,835
677
$267K 0.02%
5,790
678
$266K 0.02%
1,806
679
$266K 0.02%
2,577
+98
680
$265K 0.02%
+3,780
681
$264K 0.02%
+4,079
682
$264K 0.02%
8,880
683
$263K 0.02%
4,802
+155
684
$263K 0.02%
16,469
685
$263K 0.02%
+3,977
686
$262K 0.01%
5,072
+547
687
$262K 0.01%
5,197
+191
688
$262K 0.01%
6,918
689
$262K 0.01%
4,816
690
$261K 0.01%
+6,631
691
$261K 0.01%
5,522
+576
692
$261K 0.01%
6,083
+1,200
693
$261K 0.01%
2,547
694
$261K 0.01%
3,376
-89
695
$259K 0.01%
2,978
696
$259K 0.01%
13,437
+1,222
697
$258K 0.01%
22,709
+2,452
698
$258K 0.01%
+7,576
699
$256K 0.01%
8,145
700
$255K 0.01%
+18,952
26 27
28
29 30