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
826
$169K 0.01%
10,116
827
$169K 0.01%
25,000
828
$164K 0.01%
4,644
829
$162K 0.01%
204
-3
830
$158K 0.01%
14,120
831
$157K 0.01%
11,045
832
$154K 0.01%
18,012
833
$143K 0.01%
11,401
834
$135K 0.01%
15,838
835
$128K 0.01%
11,003
836
$123K 0.01%
15,857
837
$115K 0.01%
37,014
838
$115K 0.01%
10,000
839
$108K 0.01%
10,054
840
$108K 0.01%
23,950
841
$96K 0.01%
16,968
842
$95K 0.01%
1,479
843
$94K 0.01%
12,478
844
$92K 0.01%
29,033
845
$89K 0.01%
3,025
846
$85K 0.01%
38,435
847
$85K 0.01%
12,578
848
$84K 0.01%
+3,543
849
$79K 0.01%
15,550
850
$47K ﹤0.01%
11,035
32 33
34
35 36