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
851
$205K 0.01%
+3,473
852
$205K 0.01%
+7,433
853
$205K 0.01%
3,389
854
$205K 0.01%
+7,785
855
$205K 0.01%
+2,918
856
$204K 0.01%
+1,785
857
$204K 0.01%
3,861
858
$204K 0.01%
+5,094
859
$204K 0.01%
+2,872
860
$203K 0.01%
3,577
+203
861
$203K 0.01%
+823
862
$203K 0.01%
+1,085
863
$202K 0.01%
+1,369
864
$202K 0.01%
+3,245
865
$202K 0.01%
9,847
866
$202K 0.01%
+6,072
867
$202K 0.01%
+1,096
868
$201K 0.01%
+3,126
869
$200K 0.01%
+2,930
870
$198K 0.01%
19,974
+794
871
$198K 0.01%
16,531
872
$193K 0.01%
17,033
873
$189K 0.01%
13,284
874
$188K 0.01%
13,127
875
$180K 0.01%
21,673
+767
33 34
35
36 37