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
751
$234K 0.01%
3,300
752
$234K 0.01%
1,500
753
$234K 0.01%
2,540
754
$233K 0.01%
+4,180
755
$233K 0.01%
5,040
756
$233K 0.01%
12,413
757
$233K 0.01%
4,080
+436
758
$232K 0.01%
3,035
759
$232K 0.01%
3,504
760
$232K 0.01%
9,203
761
$232K 0.01%
7,867
+368
762
$232K 0.01%
5,663
763
$232K 0.01%
+2,791
764
$231K 0.01%
1,770
765
$231K 0.01%
+8,085
766
$231K 0.01%
31,000
767
$230K 0.01%
10,289
+1,027
768
$230K 0.01%
1,736
769
$230K 0.01%
+9,474
770
$230K 0.01%
7,860
771
$229K 0.01%
+3,213
772
$229K 0.01%
+2,767
773
$229K 0.01%
+7,260
774
$229K 0.01%
8,187
+564
775
$228K 0.01%
+2,871
29 30
31
32 33