SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
-4.43%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$2.69B
AUM Growth
-$126M
(-4.5%)
Cap. Flow
+$60.3M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
31.77%
Holding
879
New
38
Increased
155
Reduced
140
Closed
85
Top Buys
| 1 |
ConocoPhillips
COP
|
+$9.38M |
| 2 |
Coca-Cola
KO
|
+$6.66M |
| 3 |
Comcast
CMCSA
|
+$6.1M |
| 4 |
McKesson
MCK
|
+$5.91M |
| 5 |
Apple
AAPL
|
+$5.9M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$14.2M |
| 2 |
Emerson Electric
EMR
|
+$10.5M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
+$8.84M |
| 4 |
The Mosaic Company
MOS
|
+$4.48M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.74M |
Sector Composition
| 1 | Technology | 36.97% |
| 2 | Consumer Discretionary | 12.73% |
| 3 | Communication Services | 12.1% |
| 4 | Healthcare | 9.95% |
| 5 | Consumer Staples | 6.65% |
