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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$218K 0.01%
13,099
802
$218K 0.01%
+4,220
803
$217K 0.01%
11,402
804
$216K 0.01%
+11,420
805
$216K 0.01%
+7,088
806
$215K 0.01%
5,305
807
$215K 0.01%
9,283
808
$215K 0.01%
1,965
809
$214K 0.01%
3,640
810
$214K 0.01%
6,063
811
$213K 0.01%
+6,592
812
$213K 0.01%
275
-34
813
$213K 0.01%
3,474
814
$213K 0.01%
+1,669
815
$213K 0.01%
23,938
816
$213K 0.01%
12,646
+1,066
817
$212K 0.01%
1,721
818
$212K 0.01%
+839
819
$212K 0.01%
+2,951
820
$212K 0.01%
12,375
821
$211K 0.01%
+1,932
822
$211K 0.01%
4,222
823
$211K 0.01%
8,638
824
$211K 0.01%
11,310
+371
825
$210K 0.01%
7,042
31 32
33
34 35