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
826
$210K 0.01%
11,688
-100
827
$209K 0.01%
12,918
+687
828
$209K 0.01%
2,530
+285
829
$209K 0.01%
1,035
830
$209K 0.01%
+3,770
831
$209K 0.01%
6,728
832
$209K 0.01%
18,619
833
$208K 0.01%
+3,696
834
$208K 0.01%
9,497
835
$208K 0.01%
2,605
836
$208K 0.01%
25,000
837
$207K 0.01%
+4,730
838
$207K 0.01%
11,850
839
$207K 0.01%
+4,824
840
$207K 0.01%
+4,262
841
$207K 0.01%
5,846
842
$207K 0.01%
+4,287
843
$207K 0.01%
4,336
844
$207K 0.01%
10,173
845
$206K 0.01%
5,855
846
$206K 0.01%
4,267
847
$206K 0.01%
2,889
+15
848
$206K 0.01%
3,624
849
$206K 0.01%
+694
850
$206K 0.01%
7,384
+533
32 33
34
35 36