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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.1M
3
+$8.24M
4
CVX icon
Chevron
CVX
+$5.27M
5
CF icon
CF Industries
CF
+$5.27M

Top Sells

1
+$13M
2
+$7.95M
3
+$7.62M
4
CAT icon
Caterpillar
CAT
+$7.31M
5
BEN icon
Franklin Resources
BEN
+$7.05M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.81M 0.27%
21,955
-731
77
$4.71M 0.26%
85,135
+34,243
78
$4.69M 0.26%
52,984
-50,182
79
$4.6M 0.25%
237,859
80
$4.58M 0.25%
14,186
-520
81
$4.56M 0.25%
25,761
-552
82
$4.55M 0.25%
31,449
+11,103
83
$4.53M 0.25%
38,106
-1,000
84
$4.41M 0.24%
68,746
-564
85
$4.41M 0.24%
106,903
+24,325
86
$4.3M 0.24%
18,976
-1,544
87
$4.27M 0.24%
47,227
88
$4.21M 0.23%
48,154
-2,300
89
$4.1M 0.23%
89,489
+1,818
90
$4.08M 0.23%
19,184
-498
91
$4.01M 0.22%
26,488
-14,737
92
$4M 0.22%
136,860
-220
93
$3.91M 0.22%
30,509
+11,981
94
$3.89M 0.22%
131,860
-17,508
95
$3.82M 0.21%
19,803
+9,867
96
$3.79M 0.21%
50,116
+43,609
97
$3.79M 0.21%
101,840
-158,537
98
$3.74M 0.21%
+91,423
99
$3.72M 0.21%
58,416
+47,500
100
$3.62M 0.2%
66,081
-580
2 3
4
5 6