SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+7.03%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.52B
AUM Growth
+$70.9M
(+4.9%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
26.48%
Holding
879
New
49
Increased
80
Reduced
144
Closed
25
Top Buys
| 1 |
Franklin Resources
BEN
|
+$5.2M |
| 2 |
CBRE Group
CBRE
|
+$4.75M |
| 3 |
CSX Corp
CSX
|
+$4.45M |
| 4 |
Centene
CNC
|
+$4.44M |
| 5 |
Masco
MAS
|
+$4.4M |
Top Sells
| 1 |
Kohl's
KSS
|
+$6.01M |
| 2 |
Viatris
VTRS
|
+$5.23M |
| 3 |
Qualcomm
QCOM
|
+$4.97M |
| 4 |
Weyerhaeuser
WY
|
+$4.6M |
| 5 |
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% |
