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
101
$3.59M 0.2%
28,007
+166
102
$3.48M 0.19%
29,859
-1,414
103
$3.37M 0.19%
17,337
+15,453
104
$3.32M 0.18%
+59,432
105
$3.32M 0.18%
15,749
+9,484
106
$3.3M 0.18%
87,393
-16,655
107
$3.29M 0.18%
17,904
-668
108
$3.23M 0.18%
8,603
-234
109
$3.23M 0.18%
27,596
+16,242
110
$3.23M 0.18%
38,047
+35,509
111
$3.22M 0.18%
106,770
-1,600
112
$3.22M 0.18%
33,774
113
$3.2M 0.18%
26,501
-754
114
$3.17M 0.18%
37,058
+3,400
115
$3.11M 0.17%
96,666
-2,900
116
$3.08M 0.17%
63,208
117
$3.07M 0.17%
10,437
+2,130
118
$3.04M 0.17%
14,866
+11,883
119
$3.01M 0.17%
71,616
-6,836
120
$2.99M 0.17%
27,814
-1,548
121
$2.95M 0.16%
12,826
+9,227
122
$2.92M 0.16%
49,500
-2,043
123
$2.91M 0.16%
+74,988
124
$2.89M 0.16%
80,099
-137,373
125
$2.81M 0.16%
44,214
-1,200
3 4
5
6 7