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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.23M 0.4%
117,643
-34,534
52
$6.21M 0.4%
53,202
53
$6.08M 0.39%
19,080
-57
54
$5.97M 0.38%
20,258
-17
55
$5.97M 0.38%
49,041
-4,167
56
$5.87M 0.38%
115,526
+44,800
57
$5.68M 0.36%
47,342
-11,652
58
$5.61M 0.36%
132,685
-123,600
59
$5.61M 0.36%
131,106
-3,013
60
$5.46M 0.35%
50,891
+31,500
61
$5.45M 0.35%
86,112
+23,700
62
$5.43M 0.35%
39,975
+8,560
63
$5.41M 0.35%
107,184
+88,000
64
$5.38M 0.35%
183,134
-4,589
65
$5.19M 0.33%
249,840
66
$5.14M 0.33%
85,528
+54,640
67
$5.11M 0.33%
36,561
-3,382
68
$5.04M 0.32%
91,856
-1,600
69
$4.97M 0.32%
92,242
+61,100
70
$4.96M 0.32%
21,164
-907
71
$4.95M 0.32%
47,093
+34,800
72
$4.92M 0.32%
28,607
+810
73
$4.85M 0.31%
72,648
-789
74
$4.81M 0.31%
18,869
75
$4.75M 0.3%
+109,558
1 2
3
4 5