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
326
$537K 0.03%
8,806
327
$536K 0.03%
+200,000
328
$534K 0.03%
2,763
+184
329
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+32,123
330
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3,207
331
$532K 0.03%
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332
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4,146
333
$526K 0.03%
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334
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-1,700
335
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13,042
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336
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5,249
337
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3,027
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338
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14,200
339
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2,006
340
$512K 0.03%
9,757
341
$511K 0.03%
7,013
342
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30,510
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343
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344
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345
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346
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11,546
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347
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1,561
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348
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4,112
349
$499K 0.03%
117,500
350
$499K 0.03%
2,505
12 13
14
15 16