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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$165K 0.01%
+12,157
702
$162K 0.01%
18,611
-2,791
703
$155K ﹤0.01%
+10,033
704
$155K ﹤0.01%
14,311
705
$144K ﹤0.01%
10,124
-1,836
706
$140K ﹤0.01%
21,003
-1,615
707
$137K ﹤0.01%
10,286
-1,195
708
$135K ﹤0.01%
2,726
-278
709
$122K ﹤0.01%
24,786
-4,653
710
$109K ﹤0.01%
10,864
711
$109K ﹤0.01%
10,119
712
$96.1K ﹤0.01%
52,497
713
$86.1K ﹤0.01%
+15,521
714
$85.1K ﹤0.01%
19,338
715
$80.7K ﹤0.01%
18,101
-3,603
716
$66.8K ﹤0.01%
11,564
-3,306
717
$61.4K ﹤0.01%
11,786
718
– –
-1,602
719
– –
-134,845
720
– –
-8,621
721
– –
-1,506
722
– –
-2,452
723
– –
-4,237
724
– –
-2,213
725
– –
-10,779
27 28
29
30 31