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
701
$244K 0.02%
8,366
702
$244K 0.02%
4,525
703
$244K 0.02%
3,744
704
$242K 0.02%
2,463
705
$242K 0.02%
5,973
706
$242K 0.02%
5,441
707
$241K 0.02%
12,812
708
$240K 0.02%
4,438
709
$240K 0.02%
8,554
710
$239K 0.02%
5,662
711
$239K 0.02%
7,691
712
$238K 0.02%
4,425
713
$238K 0.02%
2,983
714
$238K 0.02%
30,393
715
$237K 0.02%
2,517
716
$237K 0.02%
4,612
717
$237K 0.02%
3,300
718
$237K 0.02%
1,891
719
$236K 0.02%
11,260
720
$236K 0.02%
3,609
721
$236K 0.02%
15,068
722
$235K 0.02%
6,340
723
$235K 0.02%
421
724
$235K 0.02%
4,751
725
$234K 0.02%
13,099
27 28
29
30 31