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
426
$334K 0.02%
9,511
+518
427
$334K 0.02%
3,752
428
$333K 0.02%
13,434
-135
429
$333K 0.02%
3,625
430
$332K 0.02%
1,429
431
$332K 0.02%
3,620
+114
432
$332K 0.02%
1,774
433
$332K 0.02%
2,619
434
$330K 0.02%
4,557
435
$329K 0.02%
36,311
436
$328K 0.02%
70,000
437
$328K 0.02%
8,554
438
$326K 0.02%
3,500
-265
439
$326K 0.02%
5,314
440
$326K 0.02%
2,719
441
$324K 0.02%
6,721
442
$324K 0.02%
2,786
443
$324K 0.02%
7,142
444
$323K 0.02%
1,141
445
$323K 0.02%
4,360
446
$322K 0.02%
914
+340
447
$321K 0.02%
3,144
448
$321K 0.02%
6,509
449
$320K 0.02%
1,981
450
$319K 0.02%
14,745
16 17
18
19 20