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
201
$2.19M 0.1%
31,172
-2,000
202
$2.17M 0.1%
34,377
203
$2.13M 0.1%
7,605
204
$2.11M 0.1%
34,486
205
$2.06M 0.09%
7,177
206
$2.06M 0.09%
8,089
207
$2.02M 0.09%
222,126
208
$2.01M 0.09%
170,000
209
$1.98M 0.09%
21,216
210
$1.95M 0.09%
8,148
211
$1.94M 0.09%
30,568
+453
212
$1.9M 0.09%
9,074
213
$1.89M 0.09%
33,073
-600
214
$1.88M 0.08%
13,651
215
$1.83M 0.08%
45,102
+498
216
$1.82M 0.08%
26,066
217
$1.81M 0.08%
12,127
218
$1.76M 0.08%
15,779
219
$1.74M 0.08%
7,331
220
$1.72M 0.08%
52,578
+31,200
221
$1.68M 0.08%
26,072
+12,400
222
$1.65M 0.07%
9,877
223
$1.65M 0.07%
35,766
+1,100
224
$1.62M 0.07%
151,000
225
$1.61M 0.07%
9,564
7 8
9
10 11