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
726
$234K 0.02%
4,926
727
$234K 0.02%
+6,678
728
$233K 0.02%
12,500
729
$233K 0.02%
+3,035
730
$233K 0.02%
2,732
731
$233K 0.02%
5,790
732
$233K 0.02%
16,531
733
$233K 0.02%
1,838
-133
734
$233K 0.02%
3,110
735
$232K 0.01%
1,369
736
$232K 0.01%
4,946
737
$232K 0.01%
+4,123
738
$232K 0.01%
2,269
-100
739
$232K 0.01%
6,781
740
$231K 0.01%
+8,414
741
$231K 0.01%
+7,358
742
$231K 0.01%
2,865
743
$231K 0.01%
5,674
744
$230K 0.01%
1,393
745
$229K 0.01%
3,287
746
$229K 0.01%
5,534
747
$228K 0.01%
+6,063
748
$228K 0.01%
3,672
749
$226K 0.01%
2,942
-15
750
$226K 0.01%
6,576
28 29
30
31 32