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
$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
726
$2.98K 0.01%
491
-2,487
727
$2.97K 0.01%
+416
728
$2.96K 0.01%
324
-2,640
729
$2.96K 0.01%
566
-5,358
730
$2.95K 0.01%
408
-2,543
731
$2.94K 0.01%
267
-2,669
732
$2.93K 0.01%
325
-2,607
733
$2.93K 0.01%
+223
734
$2.93K 0.01%
258
-2,671
735
$2.92K 0.01%
273
-2,650
736
$2.91K 0.01%
751
-2,157
737
$2.9K 0.01%
557
-2,343
738
$2.89K 0.01%
+227
739
$2.87K 0.01%
+206
740
$2.83K 0.01%
246
-2,589
741
$2.83K 0.01%
406
-2,424
742
$2.79K 0.01%
+226
743
$2.79K 0.01%
328
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744
$2.79K 0.01%
377
-2,409
745
$2.78K 0.01%
506
-2,257
746
$2.77K 0.01%
325
-2,445
747
$2.77K 0.01%
+224
748
$2.73K 0.01%
2,810
-11,390
749
$2.72K 0.01%
670
-2,054
750
$2.72K 0.01%
286
-2,438
28 29
30
31 32