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
126
$2.8M 0.15%
50,000
127
$2.79M 0.15%
45,043
-3,108
128
$2.79M 0.15%
29,581
-751
129
$2.77M 0.15%
49,438
-403
130
$2.75M 0.15%
86,590
-3,710
131
$2.73M 0.15%
93,555
-7,245
132
$2.72M 0.15%
18,415
-49,479
133
$2.72M 0.15%
18,378
-38,931
134
$2.66M 0.15%
48,609
-2,616
135
$2.65M 0.15%
20,980
-464
136
$2.65M 0.15%
20,821
-4,429
137
$2.59M 0.14%
37,659
-499
138
$2.57M 0.14%
275,882
-50,000
139
$2.54M 0.14%
7,784
-339
140
$2.48M 0.14%
43,163
-2,281
141
$2.45M 0.14%
69,648
142
$2.45M 0.14%
46,826
+872
143
$2.44M 0.14%
10,635
-8,034
144
$2.43M 0.13%
158,000
+48,000
145
$2.39M 0.13%
14,508
+200
146
$2.38M 0.13%
27,932
-392
147
$2.37M 0.13%
33,135
-2,240
148
$2.33M 0.13%
19,471
+834
149
$2.33M 0.13%
13,079
-456
150
$2.3M 0.13%
58,312
-507
4 5
6
7 8