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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$224K 0.01%
39,643
-3,655
702
$223K 0.01%
+4,500
703
$222K 0.01%
4,304
-206
704
$222K 0.01%
2,750
+365
705
$222K 0.01%
+1,900
706
$222K 0.01%
+2,872
707
$220K 0.01%
1,035
708
$220K 0.01%
2,388
709
$220K 0.01%
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710
$218K 0.01%
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-482
711
$218K 0.01%
7,071
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712
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2,527
713
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714
$216K 0.01%
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715
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-232
716
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10,465
-57,378
717
$214K 0.01%
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718
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719
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720
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721
$213K 0.01%
2,079
-10
722
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18,619
723
$213K 0.01%
+2,832
724
$212K 0.01%
2,485
-448
725
$212K 0.01%
3,922
-514
27 28
29
30 31