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
176
$2.69M 0.12%
107,586
177
$2.68M 0.12%
25,729
+2,600
178
$2.67M 0.12%
48,692
-115
179
$2.67M 0.12%
35,800
180
$2.66M 0.12%
2,000
181
$2.62M 0.12%
18,744
+100
182
$2.57M 0.12%
54,468
-82,801
183
$2.57M 0.12%
40,000
184
$2.56M 0.12%
14,325
+482
185
$2.51M 0.11%
8,439
186
$2.49M 0.11%
37,665
-200
187
$2.45M 0.11%
14,177
-900
188
$2.43M 0.11%
25,820
189
$2.43M 0.11%
14,139
190
$2.42M 0.11%
8,834
191
$2.39M 0.11%
88,140
192
$2.38M 0.11%
38,481
193
$2.38M 0.11%
29,782
194
$2.38M 0.11%
39,819
+27,000
195
$2.37M 0.11%
34,178
-2,400
196
$2.36M 0.11%
42,516
-64
197
$2.27M 0.1%
21,068
198
$2.23M 0.1%
61,846
199
$2.23M 0.1%
27,196
+340
200
$2.19M 0.1%
22,982
6 7
8
9 10