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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$246K 0.01%
3,057
727
$245K 0.01%
5,634
728
$245K 0.01%
14,036
729
$243K 0.01%
8,230
730
$243K 0.01%
5,702
731
$242K 0.01%
2,748
732
$241K 0.01%
+5,543
733
$241K 0.01%
4,828
734
$240K 0.01%
+1,396
735
$240K 0.01%
3,497
-25
736
$239K 0.01%
+3,048
737
$237K 0.01%
3,004
738
$237K 0.01%
+2,859
739
$237K 0.01%
+12,878
740
$236K 0.01%
3,561
741
$236K 0.01%
+1,065
742
$236K 0.01%
7,147
743
$236K 0.01%
1,704
744
$236K 0.01%
5,973
745
$235K 0.01%
5,662
746
$235K 0.01%
20,125
+2,113
747
$235K 0.01%
1,528
748
$234K 0.01%
+3,549
749
$234K 0.01%
2,707
750
$234K 0.01%
1,083
28 29
30
31 32