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
401
$427K 0.03%
1,881
402
$424K 0.03%
3,667
403
$423K 0.03%
19,506
-1,100
404
$421K 0.03%
6,096
+60
405
$421K 0.03%
23,590
+5,776
406
$421K 0.03%
9,815
407
$418K 0.03%
9,016
-2,208
408
$416K 0.03%
6,418
-250
409
$415K 0.03%
6,070
410
$415K 0.03%
7,370
411
$415K 0.03%
6,509
412
$415K 0.03%
5,802
413
$414K 0.03%
5,070
414
$414K 0.03%
9,184
415
$412K 0.03%
1,429
416
$412K 0.03%
3,895
417
$412K 0.03%
2,019
418
$411K 0.03%
4,404
419
$409K 0.03%
11,778
-1,093
420
$408K 0.03%
5,061
+302
421
$407K 0.03%
3,148
422
$405K 0.03%
7,827
423
$403K 0.03%
4,685
424
$402K 0.03%
6,654
425
$401K 0.02%
2,381
15 16
17
18 19