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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$5.7M
3
+$5.17M
4
LLY icon
Eli Lilly
LLY
+$5.16M
5
AMAT icon
Applied Materials
AMAT
+$4.56M

Top Sells

1
+$11.3M
2
+$10.6M
3
+$4.11M
4
COP icon
ConocoPhillips
COP
+$3.53M
5
AMGN icon
Amgen
AMGN
+$3.53M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$831K 0.05%
15,691
252
$828K 0.05%
11,571
253
$827K 0.05%
803
+156
254
$806K 0.05%
7,611
-500
255
$804K 0.05%
56,868
256
$797K 0.05%
15,790
257
$790K 0.05%
15,685
258
$790K 0.05%
13,388
259
$790K 0.05%
157,281
260
$775K 0.05%
3,147
261
$770K 0.05%
16,752
262
$767K 0.05%
8,173
263
$757K 0.05%
7,122
-417
264
$753K 0.05%
5,964
265
$741K 0.05%
22,000
266
$737K 0.05%
5,401
267
$729K 0.05%
15,326
+210
268
$728K 0.05%
245
269
$720K 0.04%
14,499
270
$713K 0.04%
5,224
-500
271
$712K 0.04%
5,460
272
$709K 0.04%
7,232
-532
273
$708K 0.04%
32,000
+3,000
274
$707K 0.04%
5,600
275
$705K 0.04%
4,898
9 10
11
12 13