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
776
$214K 0.01%
31,000
777
$214K 0.01%
4,336
778
$214K 0.01%
+2,276
779
$213K 0.01%
+3,712
780
$213K 0.01%
12,215
781
$213K 0.01%
8,363
782
$212K 0.01%
+4,313
783
$212K 0.01%
+14,400
784
$211K 0.01%
+2,631
785
$211K 0.01%
10,173
786
$210K 0.01%
6,887
787
$210K 0.01%
+1,237
788
$210K 0.01%
2,757
789
$209K 0.01%
7,623
790
$209K 0.01%
+5,933
791
$209K 0.01%
+1,770
792
$209K 0.01%
+3,642
793
$208K 0.01%
9,488
794
$208K 0.01%
+863
795
$208K 0.01%
10,499
796
$208K 0.01%
6,807
797
$208K 0.01%
6,680
798
$207K 0.01%
1,817
-300
799
$206K 0.01%
6,540
800
$206K 0.01%
+1,965
30 31
32
33 34