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
151
$2.28M 0.13%
17,320
-2,043
152
$2.26M 0.12%
47,044
-45,983
153
$2.23M 0.12%
12,210
+483
154
$2.23M 0.12%
33,088
-2,352
155
$2.22M 0.12%
+16,858
156
$2.21M 0.12%
10,734
-342
157
$2.14M 0.12%
10,601
-339
158
$2.12M 0.12%
9,151
-346
159
$2.12M 0.12%
3,701
-128
160
$2.1M 0.12%
21,482
-328
161
$2.07M 0.11%
+29,396
162
$2.06M 0.11%
51,282
-1,258
163
$2.06M 0.11%
64,000
164
$2.05M 0.11%
69,310
165
$2.02M 0.11%
123,934
166
$2.02M 0.11%
18,690
+347
167
$2.01M 0.11%
50,000
168
$1.99M 0.11%
13,345
-500
169
$1.97M 0.11%
81,560
+1,280
170
$1.96M 0.11%
14,668
-14,234
171
$1.91M 0.11%
26,039
-1,100
172
$1.88M 0.1%
6,305
-761
173
$1.87M 0.1%
83,000
174
$1.86M 0.1%
19,793
-36
175
$1.86M 0.1%
36,421
-21,503
5 6
7
8 9