SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+5.77%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.28B
AUM Growth
+$105M
(+9%)
Cap. Flow
+$49.4M
Cap. Flow
% of AUM
3.86%
Top 10 Holdings %
Top 10 Hldgs %
27.05%
Holding
910
New
131
Increased
115
Reduced
270
Closed
50
Top Buys
| 1 |
State Street
STT
|
$3.09M |
| 2 |
Charter Communications
CHTR
|
$2.75M |
| 3 |
T-Mobile US
TMUS
|
$2.75M |
| 4 |
Comerica
CMA
|
$2.69M |
| 5 |
ACAS
American Capital Ltd
ACAS
|
$2.49M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$4.58M |
| 2 |
Wells Fargo
WFC
|
$2.75M |
| 3 |
Goldman Sachs
GS
|
$1.96M |
| 4 |
Chevron
CVX
|
$1.85M |
| 5 |
Novo Nordisk
NVO
|
$1.47M |
Sector Composition
| 1 | Technology | 18.88% |
| 2 | Financials | 16.6% |
| 3 | Energy | 10.56% |
| 4 | Healthcare | 10.46% |
| 5 | Communication Services | 9.53% |