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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$206K 0.01%
1,376
-112
752
$205K 0.01%
2,736
753
$204K 0.01%
+1,583
754
$204K 0.01%
2,426
-169
755
$203K 0.01%
+24,148
756
$203K 0.01%
4,167
-22,530
757
$203K 0.01%
1,663
-302
758
$203K 0.01%
8,559
-1,568
759
$202K 0.01%
+1,078
760
$201K 0.01%
7,755
761
$201K 0.01%
+2,684
762
$201K 0.01%
1,205
763
$201K 0.01%
+6,059
764
$201K 0.01%
2,722
-166
765
$201K 0.01%
+2,618
766
$200K 0.01%
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767
$200K 0.01%
10,133
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768
$200K 0.01%
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769
$200K 0.01%
+1,378
770
$198K 0.01%
17,902
-974
771
$189K 0.01%
10,985
772
$188K 0.01%
17,285
773
$184K 0.01%
10,532
-994
774
$184K 0.01%
13,801
775
$181K 0.01%
10,222
-489
29 30
31
32 33