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
376
$483K 0.06%
338
+43
377
$481K 0.06%
7,545
-360
378
$480K 0.06%
40,500
+6,500
379
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5,478
-294
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$477K 0.06%
12,220
381
$477K 0.06%
30,230
+5,880
382
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39,306
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383
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$475K 0.06%
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385
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7,799
386
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5,267
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387
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7,790
388
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7,223
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389
$472K 0.06%
4,200
390
$472K 0.06%
6,049
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391
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52,582
-1,775
392
$470K 0.05%
2,212
393
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394
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9,187
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395
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8,000
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396
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+21,195
397
$464K 0.05%
26,884
-1,620
398
$463K 0.05%
2,650
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399
$461K 0.05%
13,432
+2,600
400
$458K 0.05%
10,488
-503
14 15
16
17 18