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
176
$1.53M 0.1%
34,605
177
$1.51M 0.1%
30,600
178
$1.5M 0.1%
81,075
-3,120
179
$1.48M 0.1%
43,868
180
$1.48M 0.09%
22,398
181
$1.48M 0.09%
13,962
182
$1.47M 0.09%
27,390
183
$1.44M 0.09%
20,465
184
$1.44M 0.09%
71,169
185
$1.42M 0.09%
6,302
186
$1.4M 0.09%
49,959
187
$1.4M 0.09%
20,823
188
$1.4M 0.09%
16,650
189
$1.39M 0.09%
24,624
190
$1.38M 0.09%
19,046
-33,814
191
$1.36M 0.09%
8,049
192
$1.35M 0.09%
47,992
-635
193
$1.33M 0.09%
34,260
194
$1.33M 0.09%
31,320
+1,300
195
$1.3M 0.08%
12,555
-121
196
$1.3M 0.08%
10,817
197
$1.27M 0.08%
6,437
-119
198
$1.27M 0.08%
29,448
+3,400
199
$1.25M 0.08%
11,911
-14,000
200
$1.25M 0.08%
30,853
6 7
8
9 10