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
101
$3.66M 0.21%
36,949
102
$3.58M 0.2%
25,709
+23,500
103
$3.5M 0.2%
7,426
104
$3.45M 0.2%
49,929
+30,212
105
$3.35M 0.19%
73,157
106
$3.3M 0.19%
30,202
-15,000
107
$3.28M 0.19%
101,570
+43,855
108
$3.23M 0.18%
39,258
109
$3.22M 0.18%
115,227
110
$3.21M 0.18%
52,740
-400
111
$3.2M 0.18%
96,974
112
$3.2M 0.18%
10,088
113
$3.17M 0.18%
20,272
114
$3.16M 0.18%
50,576
-895
115
$3.15M 0.18%
23,104
-10,810
116
$3.01M 0.17%
41,997
-55
117
$2.99M 0.17%
102,500
118
$2.95M 0.17%
7,548
119
$2.86M 0.16%
17,384
+1,967
120
$2.83M 0.16%
20,343
121
$2.82M 0.16%
17,535
122
$2.81M 0.16%
63,208
-4,573
123
$2.81M 0.16%
13,481
124
$2.79M 0.16%
50,285
-314
125
$2.79M 0.16%
16,683
-12,154
3 4
5
6 7