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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$32K ﹤0.01%
11,035
827
$30K ﹤0.01%
24,903
828
$25K ﹤0.01%
12,600
829
$18K ﹤0.01%
16,968
830
– –
-11,372
831
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-31,339
832
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-10,760
833
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-40,888
834
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-941
835
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-34,209
836
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-10,506
837
– –
-8,287
838
– –
-2,547
839
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-1,736
840
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-27,118
841
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-18,168
842
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-1,430
843
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-6,740
844
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-11,050
845
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-110,000
846
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-224
847
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-10,116
848
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-12,945
849
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-7,881
850
– –
-5,035
32 33
34
35 36