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
351
$498K 0.03%
70,000
+21,000
352
$497K 0.03%
14,118
353
$496K 0.03%
9,346
-8,392
354
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22,957
355
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48,800
356
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-3,791
357
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23,680
-32,120
358
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359
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4,463
360
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361
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363
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2,002
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365
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9,317
366
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367
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368
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369
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370
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371
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10,654
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372
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8,582
373
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5,144
374
$461K 0.03%
3,589
375
$460K 0.03%
5,263
-4,851
13 14
15
16 17