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
276
$647K 0.08%
17,498
+9,884
277
$646K 0.08%
7,898
-616
278
$642K 0.07%
31,048
+17,884
279
$642K 0.07%
8,254
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280
$641K 0.07%
14,377
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281
$639K 0.07%
12,096
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282
$635K 0.07%
26,791
283
$632K 0.07%
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284
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4,873
-154
285
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10,782
-4,108
286
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287
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5,697
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288
$623K 0.07%
16,878
+2,984
289
$620K 0.07%
7,866
-327
290
$620K 0.07%
7,247
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291
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292
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14,253
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293
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7,145
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294
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51,136
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295
$607K 0.07%
9,521
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296
$605K 0.07%
5,828
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297
$603K 0.07%
8,671
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298
$599K 0.07%
5,606
-400
299
$597K 0.07%
71,147
-3,656
300
$596K 0.07%
6,610
-483
10 11
12
13 14