SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
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 +$14.5M
2 +$11.3M
3 +$6.28M
4
BEN icon
Franklin Resources
BEN
+$5.8M
5
STX icon
Seagate
STX
+$5.03M

Top Sells

1 +$5.96M
2 +$5.49M
3 +$5.41M
4
BALL icon
Ball Corp
BALL
+$3.47M
5
XOM icon
Exxon Mobil
XOM
+$3.36M

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
951
-11,259
952
-7,052
953
-19,449
954
-63,000