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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.75M
3
+$4.45M
4
CNC icon
Centene
CNC
+$4.44M
5
MAS icon
Masco
MAS
+$4.4M

Top Sells

1
+$6.01M
2
+$5.23M
3
+$4.97M
4
WY icon
Weyerhaeuser
WY
+$4.6M
5
CVX icon
Chevron
CVX
+$4.08M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.65%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.99M 0.13%
23,427
152
$1.99M 0.13%
32,445
153
$1.99M 0.13%
45,230
+5,600
154
$1.94M 0.12%
72,131
+3,439
155
$1.92M 0.12%
119,895
-2,325
156
$1.9M 0.12%
18,121
157
$1.86M 0.12%
47,696
-400
158
$1.84M 0.12%
27,304
159
$1.81M 0.12%
35,110
-21,917
160
$1.81M 0.12%
22,328
161
$1.75M 0.11%
24,832
-656
162
$1.71M 0.11%
45,437
-100
163
$1.67M 0.11%
15,497
-26,774
164
$1.64M 0.11%
50,908
-1,825
165
$1.64M 0.11%
97,000
166
$1.63M 0.1%
10,684
-1,100
167
$1.63M 0.1%
17,164
-101
168
$1.62M 0.1%
78,575
169
$1.59M 0.1%
53,328
170
$1.58M 0.1%
22,130
-200
171
$1.58M 0.1%
7,156
172
$1.58M 0.1%
120,200
+74,200
173
$1.55M 0.1%
+6,967
174
$1.54M 0.1%
11,200
-340
175
$1.54M 0.1%
101,000
5 6
7
8 9