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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$110K 0.43%
1,511
-108,489
52
$104K 0.41%
8,332
-61,889
53
$102K 0.4%
11,219
-61,669
54
$102K 0.4%
4,993
-101,214
55
$101K 0.4%
4,487
-98,861
56
$98.6K 0.39%
10,648
-87,986
57
$96.2K 0.38%
+2,454
58
$94.6K 0.37%
1,621
-119,730
59
$93.1K 0.37%
3,459
-91,527
60
$93K 0.37%
3,657
-89,770
61
$88.2K 0.35%
177
-18,315
62
$88K 0.35%
1,133
-86,867
63
$83K 0.33%
1,494
-81,506
64
$81.7K 0.32%
3,449
-78,675
65
$79.6K 0.31%
1,503
-77,378
66
$78.6K 0.31%
10,649
-62,245
67
$78.2K 0.31%
2,359
-75,889
68
$77.5K 0.31%
6,494
-62,451
69
$76.7K 0.3%
4,121
-204,936
70
$75.3K 0.3%
7,104
-68,217
71
$74.4K 0.29%
8,134
-57,097
72
$74.4K 0.29%
5,140
-105,852
73
$73.1K 0.29%
3,327
-69,744
74
$73K 0.29%
903
-59,097
75
$71.5K 0.28%
6,736
-56,988
1 2
3
4 5