SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$11.4M
3
+$9.67M
4
EMR icon
Emerson Electric
EMR
+$7.47M
5
TGT icon
Target
TGT
+$6.21M

Top Sells

1
+$14.9M
2
+$10M
3
+$6.06M
4
AMAT icon
Applied Materials
AMAT
+$5.93M
5
BK icon
Bank of New York Mellon
BK
+$5.85M

Sector Composition

1 Technology 23.51%
2 Financials 16.42%
3 Communication Services 12%
4 Healthcare 11.55%
5 Consumer Discretionary 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$383K 0.03%
10,592
377
$378K 0.03%
2,404
378
$378K 0.03%
2,830
379
$377K 0.03%
18,678
-1,393
380
$376K 0.03%
5,070
381
$374K 0.03%
3,739
382
$374K 0.03%
5,052
383
$373K 0.03%
4,689
384
$373K 0.03%
7,027
385
$373K 0.03%
5,819
-566
386
$373K 0.03%
2,612
387
$372K 0.03%
7,947
+213
388
$371K 0.03%
10,862
389
$371K 0.03%
26,070
390
$370K 0.03%
17,321
391
$368K 0.03%
4,912
-149
392
$367K 0.03%
5,155
393
$366K 0.02%
12,800
+5,300
394
$365K 0.02%
2,478
395
$364K 0.02%
22,669
396
$362K 0.02%
7,974
397
$360K 0.02%
5,249
398
$360K 0.02%
11,774
-1,366
399
$359K 0.02%
5,870
400
$359K 0.02%
5,895
14 15
16
17 18