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
751
$226K 0.01%
5,681
752
$225K 0.01%
+2,187
753
$225K 0.01%
6,831
754
$225K 0.01%
4,276
755
$224K 0.01%
7,388
756
$223K 0.01%
+5,432
757
$223K 0.01%
12,231
758
$223K 0.01%
+3,389
759
$222K 0.01%
4,322
760
$222K 0.01%
+7,147
761
$222K 0.01%
10,294
762
$222K 0.01%
3,537
763
$222K 0.01%
+1,287
764
$222K 0.01%
7,120
765
$221K 0.01%
4,614
766
$221K 0.01%
9,497
767
$220K 0.01%
9,823
768
$219K 0.01%
3,474
769
$219K 0.01%
+1,096
770
$218K 0.01%
9,262
771
$217K 0.01%
9,203
772
$217K 0.01%
3,640
773
$217K 0.01%
9,000
774
$216K 0.01%
1,035
775
$215K 0.01%
3,961
29 30
31
32 33