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SCM

Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$31.1M
3
+$29.3M
4
BAC icon
Bank of America
BAC
+$25.1M
5
WMT icon
Walmart Inc
WMT
+$22.3M

Top Sells

1
+$14.5M
2
+$10.7M
3
+$9.9M
4
MDLZ icon
Mondelez International
MDLZ
+$8.99M
5
ABBV icon
AbbVie
ABBV
+$6.83M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
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-2,892
752
– –
-2,068
753
– –
-4,723
754
– –
-5,607
755
– –
-8,503
756
– –
-7,793
757
– –
-2,281
758
– –
-40,519
759
– –
-1,002
760
– –
-1,408
761
– –
-7,169
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