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
201
$1.25M 0.08%
52,000
+6,500
202
$1.25M 0.08%
46,152
203
$1.24M 0.08%
12,693
-9,100
204
$1.24M 0.08%
55,800
+33,800
205
$1.24M 0.08%
30,923
206
$1.23M 0.08%
51,000
+5,000
207
$1.22M 0.08%
12,698
208
$1.21M 0.08%
6,924
209
$1.2M 0.08%
87,464
210
$1.19M 0.08%
14,278
-26,685
211
$1.15M 0.07%
58,300
212
$1.15M 0.07%
17,477
213
$1.14M 0.07%
11,387
-451
214
$1.13M 0.07%
35,005
-1,787
215
$1.13M 0.07%
21,635
+300
216
$1.11M 0.07%
15,691
217
$1.1M 0.07%
32,986
-900
218
$1.09M 0.07%
12,217
219
$1.09M 0.07%
4,866
220
$1.08M 0.07%
6,910
221
$1.08M 0.07%
3,429
222
$1.08M 0.07%
23,601
223
$1.07M 0.07%
13,236
224
$1.06M 0.07%
14,131
-427
225
$1.06M 0.07%
12,060
7 8
9
10 11