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
676
$200K 0.01%
8,514
677
$200K 0.01%
11,573
678
$200K 0.01%
11,481
679
$198K 0.01%
12,535
680
$196K 0.01%
14,793
681
$194K 0.01%
17,881
682
$193K 0.01%
3,590
683
$189K 0.01%
10,001
684
$185K 0.01%
11,242
685
$179K 0.01%
13,160
686
$169K 0.01%
16,898
-142
687
$167K 0.01%
11,960
-37
688
$163K 0.01%
12,629
689
$158K 0.01%
16,067
690
$157K 0.01%
17,306
-70
691
$155K 0.01%
14,793
692
$152K 0.01%
43,924
693
$145K 0.01%
13,550
694
$143K 0.01%
17,865
695
$143K 0.01%
10,182
696
$141K 0.01%
16,855
697
$140K 0.01%
14,870
698
$128K 0.01%
20,127
699
$127K 0.01%
10,244
700
$115K 0.01%
32,702
26 27
28
29 30