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
876
$177K 0.01%
1,120
+89
877
$175K 0.01%
10,116
878
$175K 0.01%
24,903
+953
879
$174K 0.01%
+10,577
880
$172K 0.01%
10,000
881
$171K 0.01%
1,427
882
$166K 0.01%
18,240
+2,690
883
$165K 0.01%
+5,150
884
$163K 0.01%
+10,070
885
$158K 0.01%
+12,975
886
$158K 0.01%
32,926
-53,815
887
$156K 0.01%
+40,888
888
$155K 0.01%
31,639
+1,367
889
$154K 0.01%
37,014
890
$154K 0.01%
12,338
+673
891
$153K 0.01%
17,124
+4,546
892
$142K 0.01%
+10,506
893
$138K 0.01%
13,968
+1,490
894
$137K 0.01%
11,036
895
$136K 0.01%
2,074
+200
896
$121K 0.01%
11,045
897
$121K 0.01%
11,649
898
$112K 0.01%
12,960
+1,065
899
$110K 0.01%
11,003
900
$101K 0.01%
11,901
+500
34 35
36
37 38