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
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$4.26M
3
+$3.34M
4
CF icon
CF Industries
CF
+$3.28M
5
MCD icon
McDonald's
MCD
+$3.13M

Top Sells

1
+$4.5M
2
+$3.91M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.94M
5
PG icon
Procter & Gamble
PG
+$2.25M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.42M 0.15%
28,102
-1,600
152
$3.37M 0.15%
51,027
153
$3.34M 0.15%
+19,644
154
$3.34M 0.15%
63,451
155
$3.33M 0.15%
51,865
156
$3.28M 0.15%
+38,260
157
$3.26M 0.15%
31,898
+3,900
158
$3.25M 0.15%
20,822
159
$3.21M 0.14%
49,126
-211
160
$3.19M 0.14%
73,376
161
$3.19M 0.14%
21,419
162
$3.18M 0.14%
62,078
-2,807
163
$3.06M 0.14%
18,176
-200
164
$3.03M 0.14%
52,174
165
$3.02M 0.14%
4,738
166
$2.99M 0.13%
21,846
+300
167
$2.95M 0.13%
10,837
168
$2.88M 0.13%
32,276
169
$2.88M 0.13%
230,000
+30,000
170
$2.86M 0.13%
55,425
-5,884
171
$2.83M 0.13%
10,320
+200
172
$2.81M 0.13%
15,903
173
$2.77M 0.12%
7,913
174
$2.72M 0.12%
8,388
-1,800
175
$2.71M 0.12%
21,166
5 6
7
8 9