SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+10.38%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.8B
AUM Growth
+$125M
(+7.5%)
Cap. Flow
-$27.8M
Cap. Flow
% of AUM
-1.55%
Top 10 Holdings %
Top 10 Hldgs %
31.19%
Holding
888
New
66
Increased
90
Reduced
453
Closed
58
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$11.7M |
| 2 |
Qualcomm
QCOM
|
+$9.1M |
| 3 |
Fiserv
FI
|
+$8.24M |
| 4 |
Chevron
CVX
|
+$5.27M |
| 5 |
CF Industries
CF
|
+$5.27M |
Top Sells
| 1 |
Intel
INTC
|
+$13M |
| 2 |
Apple
AAPL
|
+$7.95M |
| 3 |
Cisco
CSCO
|
+$7.62M |
| 4 |
Caterpillar
CAT
|
+$7.31M |
| 5 |
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% |
