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
176
$1.85M 0.1%
30,170
-890
177
$1.83M 0.1%
20,829
-1,200
178
$1.83M 0.1%
7,018
-348
179
$1.8M 0.1%
6,461
-1,087
180
$1.75M 0.1%
44,181
-3,165
181
$1.74M 0.1%
94,296
182
$1.74M 0.1%
65,000
-70,000
183
$1.74M 0.1%
12,485
184
$1.7M 0.09%
8,003
+1,378
185
$1.66M 0.09%
25,857
-3,008
186
$1.66M 0.09%
9,181
+2,916
187
$1.64M 0.09%
8,313
-1,490
188
$1.61M 0.09%
+32,856
189
$1.6M 0.09%
23,113
-762
190
$1.56M 0.09%
9,413
-118
191
$1.56M 0.09%
45,437
192
$1.53M 0.08%
31,957
193
$1.52M 0.08%
82,000
+13,000
194
$1.51M 0.08%
31,430
195
$1.47M 0.08%
21,104
-932
196
$1.45M 0.08%
105,000
-35,000
197
$1.43M 0.08%
47,363
-5,604
198
$1.43M 0.08%
88,000
199
$1.41M 0.08%
22,927
200
$1.4M 0.08%
23,000
+1,000
6 7
8
9 10