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
401
$457K 0.05%
14,769
+3,349
402
$457K 0.05%
18,070
-1,374
403
$454K 0.05%
9,981
-265
404
$451K 0.05%
25,000
405
$451K 0.05%
15,884
-1,335
406
$449K 0.05%
6,719
-536
407
$448K 0.05%
11,003
-2,667
408
$447K 0.05%
1,108
-107
409
$447K 0.05%
10,817
-763
410
$445K 0.05%
19,031
+135
411
$444K 0.05%
43,601
-3,099
412
$443K 0.05%
12,093
-993
413
$443K 0.05%
16,041
-870
414
$443K 0.05%
8,278
-522
415
$442K 0.05%
8,200
416
$441K 0.05%
20,484
417
$440K 0.05%
15,592
-1,408
418
$440K 0.05%
47,500
+24,500
419
$439K 0.05%
5,408
+218
420
$438K 0.05%
4,606
-422
421
$436K 0.05%
12,002
-608
422
$435K 0.05%
70,910
-3,590
423
$434K 0.05%
20,500
+1,500
424
$434K 0.05%
8,707
-674
425
$434K 0.05%
11,655
-334
15 16
17
18 19