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
676
$205K 0.01%
+8,093
677
$205K 0.01%
4,950
+59
678
$204K 0.01%
+7,132
679
$203K 0.01%
+5,569
680
$203K 0.01%
11,585
-723
681
$203K 0.01%
11,988
682
$202K 0.01%
1,999
-185
683
$202K 0.01%
2,658
684
$201K 0.01%
5,466
-1,092
685
$201K 0.01%
+6,382
686
$201K 0.01%
+3,502
687
$201K 0.01%
+1,762
688
$201K 0.01%
3,154
-337
689
$201K 0.01%
4,051
-479
690
$201K 0.01%
838
-66
691
$201K 0.01%
+1,098
692
$200K 0.01%
+9,628
693
$200K 0.01%
18,393
-1,265
694
$195K 0.01%
15,682
-2,183
695
$193K 0.01%
16,174
-1,298
696
$190K 0.01%
18,686
-1,441
697
$187K 0.01%
14,912
-1,600
698
$181K 0.01%
+12,526
699
$174K 0.01%
12,122
-1,428
700
$173K 0.01%
10,392
26 27
28
29 30