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
51
$7.47M 0.41%
25,174
+8,278
52
$7.41M 0.41%
103,794
+9,185
53
$7.34M 0.41%
263,085
-7,440
54
$7.16M 0.4%
135,100
-39,131
55
$6.51M 0.36%
81,455
+12,473
56
$6.5M 0.36%
118,080
-4,924
57
$6.48M 0.36%
57,624
+27,505
58
$6.04M 0.33%
119,434
+76,694
59
$5.98M 0.33%
20,206
-9
60
$5.85M 0.32%
98,471
+30,800
61
$5.84M 0.32%
31,060
-1,277
62
$5.81M 0.32%
98,564
-71,489
63
$5.72M 0.32%
106,862
-2,221
64
$5.55M 0.31%
21,203
-822
65
$5.52M 0.31%
115,696
+110,301
66
$5.46M 0.3%
103,500
+23,091
67
$5.3M 0.29%
98,483
-3,714
68
$5.25M 0.29%
90,296
+2,828
69
$5.24M 0.29%
96,999
-27,168
70
$5.18M 0.29%
66,106
-2,100
71
$5.14M 0.28%
46,142
+20,824
72
$5.11M 0.28%
78,528
-83,797
73
$4.95M 0.27%
57,053
-4,990
74
$4.94M 0.27%
22,637
+12,353
75
$4.89M 0.27%
33,530
+1,650
1 2
3
4 5