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
$859M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.34M
3
+$5.71M
4
INTC icon
Intel
INTC
+$3.45M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$12.3M
2
+$7.59M
3
+$1.13M
4
ETR icon
Entergy
ETR
+$1.06M
5
COP icon
ConocoPhillips
COP
+$876K

Sector Composition

1 Technology 21.51%
2 Healthcare 14.43%
3 Financials 12.12%
4 Industrials 8.27%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$698K 0.08%
16,064
-592
252
$697K 0.08%
9,072
+51
253
$693K 0.08%
4,619
-296
254
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5,790
+300
255
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9,049
+1,970
256
$684K 0.08%
7,737
-1,048
257
$683K 0.08%
10,334
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258
$683K 0.08%
18,046
-1,434
259
$681K 0.08%
19,450
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260
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7,858
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261
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262
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17,771
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263
$673K 0.08%
25,153
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264
$673K 0.08%
7,441
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265
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+3,470
266
$671K 0.08%
30,000
267
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11,372
268
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11,489
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269
$664K 0.08%
11,850
270
$656K 0.08%
7,396
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271
$655K 0.08%
11,134
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272
$655K 0.08%
5,202
273
$652K 0.08%
7,689
-896
274
$651K 0.08%
8,821
-578
275
$647K 0.08%
9,190
+2,029
9 10
11
12 13