SCM
Shelton Capital Management Portfolio holdings
AUM $4.35B
1-Year Return
26.91%
This Quarter Return
+6.67%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.73B
AUM Growth
+$143M
(+9%)
Cap. Flow
+$57.1M
Cap. Flow
% of AUM
3.3%
Top 10 Holdings %
Top 10 Hldgs %
27.62%
Holding
954
New
100
Increased
194
Reduced
126
Closed
42
Top Buys
| 1 |
PepsiCo
PEP
|
+$14.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$11.5M |
| 3 |
Pfizer
PFE
|
+$6.82M |
| 4 |
Franklin Resources
BEN
|
+$5.47M |
| 5 |
Seagate
STX
|
+$4.46M |
Top Sells
| 1 |
Centene
CNC
|
+$6.21M |
| 2 |
Eli Lilly
LLY
|
+$5.81M |
| 3 |
Meta Platforms (Facebook)
META
|
+$4.98M |
| 4 |
Ball Corp
BALL
|
+$3.76M |
| 5 |
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% |
