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
426
$400K 0.02%
6,199
427
$400K 0.02%
1,579
428
$399K 0.02%
13,742
-1,100
429
$397K 0.02%
4,543
430
$396K 0.02%
36,311
431
$392K 0.02%
5,249
+1,400
432
$392K 0.02%
1,717
433
$392K 0.02%
5,965
-250
434
$392K 0.02%
10,592
435
$390K 0.02%
4,339
436
$390K 0.02%
12,689
437
$390K 0.02%
9,318
438
$389K 0.02%
17,239
439
$388K 0.02%
4,221
+200
440
$387K 0.02%
8,585
441
$386K 0.02%
3,442
442
$386K 0.02%
5,508
443
$385K 0.02%
10,405
444
$385K 0.02%
3,724
445
$384K 0.02%
3,925
-1,425
446
$384K 0.02%
6,606
-12,800
447
$383K 0.02%
4,369
448
$383K 0.02%
3,459
-4,800
449
$382K 0.02%
7,529
450
$382K 0.02%
5,083
16 17
18
19 20