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
401
$357K 0.02%
17,345
402
$356K 0.02%
5,964
403
$356K 0.02%
13,742
404
$353K 0.02%
4,223
405
$352K 0.02%
8,299
+1,200
406
$352K 0.02%
6,516
407
$351K 0.02%
3,007
408
$350K 0.02%
2,617
-200
409
$349K 0.02%
7,827
410
$347K 0.02%
6,528
411
$346K 0.02%
2,703
412
$345K 0.02%
3,390
413
$344K 0.02%
3,950
414
$344K 0.02%
4,369
415
$343K 0.02%
4,837
416
$343K 0.02%
2,019
417
$342K 0.02%
10,088
418
$341K 0.02%
1,191
419
$338K 0.02%
8,519
+548
420
$338K 0.02%
2,155
421
$337K 0.02%
26,800
422
$336K 0.02%
2,871
423
$335K 0.02%
15,698
+2,572
424
$335K 0.02%
45,230
425
$334K 0.02%
4,421
15 16
17
18 19