SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+5.35%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.45B
AUM Growth
+$38.6M
(+2.7%)
Cap. Flow
+$611K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
26.1%
Holding
902
New
46
Increased
91
Reduced
213
Closed
73
Top Buys
| 1 |
Franklin Resources
BEN
|
+$10.8M |
| 2 |
Lincoln National
LNC
|
+$4.31M |
| 3 |
AbbVie
ABBV
|
+$4.24M |
| 4 |
DuPont de Nemours
DD
|
+$3.9M |
| 5 |
Baxter International
BAX
|
+$3.86M |
Top Sells
| 1 |
Abbott
ABT
|
+$5.6M |
| 2 |
Agilent Technologies
A
|
+$5.48M |
| 3 |
Aflac
AFL
|
+$5.28M |
| 4 |
CA
CA, Inc.
CA
|
+$4.56M |
| 5 |
Chevron
CVX
|
+$4.37M |
Sector Composition
| 1 | Technology | 21.57% |
| 2 | Financials | 17.17% |
| 3 | Communication Services | 11.97% |
| 4 | Healthcare | 11.45% |
| 5 | Consumer Discretionary | 9.28% |