SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45.2K 0.18%
490
-44,740
127
$45.2K 0.18%
+443
128
$45K 0.18%
1,431
-43,618
129
$43.7K 0.17%
2,719
-45,578
130
$43.7K 0.17%
6,446
-40,036
131
$43.3K 0.17%
127
-43,171
132
$42.5K 0.17%
6,786
-35,694
133
$42.3K 0.17%
10,235
-32,808
134
$41.9K 0.17%
4,411
-37,495
135
$41.5K 0.16%
147,820
-266,740
136
$40.8K 0.16%
1,954
-65,812
137
$40.3K 0.16%
2,369
-41,874
138
$40.2K 0.16%
1,756
-38,430
139
$39.7K 0.16%
601
-61,075
140
$39.5K 0.16%
118,830
-290,250
141
$38.4K 0.15%
3,392
-35,866
142
$38.2K 0.15%
2,615
-35,543
143
$37K 0.15%
142
-36,872
144
$37K 0.15%
1,059
-35,941
145
$36.6K 0.14%
3,408
-33,541
146
$36.4K 0.14%
377
-36,008
147
$36.3K 0.14%
4,734
-25,975
148
$36.2K 0.14%
10,602
-56,445
149
$35.5K 0.14%
309
-35,193
150
$35.4K 0.14%
1,246
-34,177
4 5
6
7 8