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
201
$1.35M 0.07%
22,474
-1,921
202
$1.33M 0.07%
359,336
-222,030
203
$1.31M 0.07%
5,171
-100
204
$1.3M 0.07%
8,040
-600
205
$1.28M 0.07%
50,033
-7,757
206
$1.28M 0.07%
3,711
-224
207
$1.28M 0.07%
+6,000
208
$1.27M 0.07%
11,767
+590
209
$1.27M 0.07%
47,110
210
$1.26M 0.07%
11,339
-442
211
$1.25M 0.07%
20,926
-19,775
212
$1.22M 0.07%
2,434
-4,612
213
$1.22M 0.07%
30,338
+2,387
214
$1.22M 0.07%
19,556
-1,715
215
$1.22M 0.07%
36,286
-3,900
216
$1.22M 0.07%
55,000
217
$1.2M 0.07%
8,836
+451
218
$1.19M 0.07%
8,539
-1,044
219
$1.18M 0.07%
10,655
+7,401
220
$1.17M 0.06%
9,522
221
$1.16M 0.06%
16,325
+4,143
222
$1.14M 0.06%
+12,000
223
$1.14M 0.06%
6,993
-2,675
224
$1.13M 0.06%
13,409
-1,900
225
$1.13M 0.06%
+55,000
7 8
9
10 11