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
301
$598K 0.04%
26,070
302
$595K 0.04%
6,040
303
$593K 0.04%
10,053
304
$589K 0.04%
12,855
305
$589K 0.04%
4,216
306
$585K 0.04%
17,799
307
$578K 0.04%
9,240
308
$567K 0.04%
19,713
-8,679
309
$563K 0.04%
66,263
310
$562K 0.04%
5,080
311
$554K 0.03%
9,230
312
$554K 0.03%
66,000
313
$552K 0.03%
2,900
314
$551K 0.03%
9,440
315
$551K 0.03%
3,240
-110
316
$549K 0.03%
2,470
317
$548K 0.03%
+2,765
318
$546K 0.03%
12,243
319
$546K 0.03%
15,254
320
$543K 0.03%
5,059
321
$540K 0.03%
10,956
+6,230
322
$539K 0.03%
2,724
323
$539K 0.03%
14,168
324
$539K 0.03%
3,760
325
$538K 0.03%
11,905
11 12
13
14 15