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
276
$705K 0.04%
8,200
+1,900
277
$700K 0.04%
7,768
278
$700K 0.04%
10,884
+638
279
$698K 0.04%
8,344
+2,000
280
$685K 0.04%
1,191
281
$669K 0.04%
29,071
282
$666K 0.04%
10,219
283
$666K 0.04%
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-300
284
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4,914
-540
285
$654K 0.04%
8,644
-200
286
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19,449
287
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11,190
-5,600
288
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2,192
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289
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45,230
290
$637K 0.04%
30,000
+7,000
291
$637K 0.04%
12,241
292
$634K 0.04%
3,062
293
$630K 0.04%
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294
$612K 0.04%
34,100
-24,200
295
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4,553
296
$606K 0.04%
33,133
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297
$604K 0.04%
4,190
-70
298
$604K 0.04%
9,286
299
$598K 0.04%
6,565
300
$598K 0.04%
5,692
10 11
12
13 14