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
376
$460K 0.03%
9,472
377
$458K 0.03%
6,555
+1,761
378
$458K 0.03%
9,275
379
$454K 0.03%
1,944
380
$454K 0.03%
16,360
381
$451K 0.03%
2,978
382
$451K 0.03%
5,155
383
$451K 0.03%
8,639
384
$450K 0.03%
14,503
385
$448K 0.03%
9,228
386
$448K 0.03%
2,404
387
$447K 0.03%
9,723
388
$447K 0.03%
8,453
389
$445K 0.03%
10,119
-3,300
390
$445K 0.03%
54,000
391
$445K 0.03%
7,342
392
$444K 0.03%
86,741
393
$442K 0.03%
12,562
394
$441K 0.03%
+7,500
395
$441K 0.03%
6,385
396
$437K 0.03%
+10,808
397
$435K 0.03%
4,689
398
$433K 0.03%
13,789
-700
399
$431K 0.03%
14,360
400
$430K 0.03%
22,669
14 15
16
17 18