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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$6.82M
4
BEN icon
Franklin Resources
BEN
+$5.47M
5
STX icon
Seagate
STX
+$4.46M

Top Sells

1
+$6.21M
2
+$5.81M
3
+$4.98M
4
BALL icon
Ball Corp
BALL
+$3.76M
5
XOM icon
Exxon Mobil
XOM
+$3.49M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.67M 0.1%
12,777
177
$1.66M 0.09%
43,012
+460
178
$1.65M 0.09%
7,425
-3,400
179
$1.63M 0.09%
36,852
-265
180
$1.63M 0.09%
5,771
181
$1.62M 0.09%
35,560
182
$1.62M 0.09%
18,334
-6,090
183
$1.61M 0.09%
47,437
184
$1.6M 0.09%
38,096
-6,400
185
$1.57M 0.09%
108,096
186
$1.56M 0.09%
25,938
-572
187
$1.56M 0.09%
23,090
188
$1.54M 0.09%
83,380
189
$1.54M 0.09%
+16,000
190
$1.52M 0.09%
20,365
191
$1.5M 0.09%
33,263
192
$1.5M 0.09%
22,042
+3,105
193
$1.49M 0.09%
40,186
194
$1.49M 0.09%
10,822
195
$1.49M 0.08%
15,309
196
$1.46M 0.08%
11,493
+33
197
$1.46M 0.08%
13,154
198
$1.42M 0.08%
24,472
-5,868
199
$1.42M 0.08%
9,737
-10,000
200
$1.41M 0.08%
50,158
6 7
8
9 10