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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.26M
3
+$9.22M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.13M
5
LEN icon
Lennar Class A
LEN
+$7.89M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$9.26M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$8.2M

Sector Composition

1 Technology 38.99%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.96M 0.13%
26,671
+9,961
177
$3.9M 0.12%
79,213
-15,112
178
$3.88M 0.12%
10,694
+879
179
$3.85M 0.12%
17,383
+2,021
180
$3.85M 0.12%
16,489
-37
181
$3.78M 0.12%
332,543
+17,615
182
$3.77M 0.12%
20,717
+11,576
183
$3.77M 0.12%
31,902
-11,799
184
$3.76M 0.12%
52,302
+4,825
185
$3.75M 0.12%
+16,492
186
$3.71M 0.12%
61,183
+3,136
187
$3.68M 0.12%
25,901
+908
188
$3.6M 0.11%
8,799
189
$3.57M 0.11%
+53,536
190
$3.53M 0.11%
7,622
+2,079
191
$3.5M 0.11%
76,625
-7,998
192
$3.48M 0.11%
27,425
+38
193
$3.48M 0.11%
100,228
+98
194
$3.44M 0.11%
16,330
+2,151
195
$3.44M 0.11%
49,009
-10,266
196
$3.42M 0.11%
+8,361
197
$3.41M 0.11%
22,008
+1,501
198
$3.35M 0.11%
24,897
+7,000
199
$3.33M 0.11%
+20,710
200
$3.31M 0.1%
305,808
+226
6 7
8
9 10