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
701
$255K 0.01%
3,089
702
$254K 0.01%
2,387
703
$254K 0.01%
3,218
704
$254K 0.01%
2,001
+110
705
$254K 0.01%
+3,498
706
$254K 0.01%
3,809
707
$253K 0.01%
7,221
708
$252K 0.01%
11,860
709
$252K 0.01%
+5,377
710
$252K 0.01%
1,921
+146
711
$251K 0.01%
+1,916
712
$251K 0.01%
5,441
713
$250K 0.01%
5,712
714
$250K 0.01%
1,498
-92
715
$249K 0.01%
3,568
716
$249K 0.01%
+1,702
717
$249K 0.01%
+15,250
718
$249K 0.01%
5,909
+228
719
$249K 0.01%
40,236
+1,801
720
$248K 0.01%
8,804
721
$248K 0.01%
7,078
+842
722
$248K 0.01%
574
723
$248K 0.01%
4,751
724
$247K 0.01%
7,214
725
$246K 0.01%
+7,272
27 28
29
30 31