SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
-15.9%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$2.22B
AUM Growth
-$468M
(-17%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
29.27%
Holding
810
New
16
Increased
92
Reduced
114
Closed
101
Top Buys
| 1 |
Apple
AAPL
|
$7.92M |
| 2 |
Mastercard
MA
|
$4.26M |
| 3 |
Extra Space Storage
EXR
|
$3.34M |
| 4 |
CF Industries
CF
|
$3.28M |
| 5 |
McDonald's
MCD
|
$3.13M |
Top Sells
| 1 |
Public Storage
PSA
|
$4.5M |
| 2 |
The Mosaic Company
MOS
|
$3.91M |
| 3 |
FirstEnergy
FE
|
$3.76M |
| 4 |
Merck
MRK
|
$2.94M |
| 5 |
Procter & Gamble
PG
|
$2.25M |
Sector Composition
| 1 | Technology | 36.42% |
| 2 | Communication Services | 11.85% |
| 3 | Consumer Discretionary | 11.24% |
| 4 | Healthcare | 10.7% |
| 5 | Consumer Staples | 7.66% |
