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
451
$379K 0.02%
9,448
452
$379K 0.02%
24,346
453
$378K 0.02%
7,122
454
$378K 0.02%
4,837
455
$378K 0.02%
18,132
456
$377K 0.02%
11,526
457
$376K 0.02%
22,826
458
$374K 0.02%
3,144
459
$374K 0.02%
5,314
460
$373K 0.02%
15,886
461
$372K 0.02%
2,786
462
$371K 0.02%
4,745
463
$370K 0.02%
3,522
464
$369K 0.02%
2,250
465
$369K 0.02%
7,027
466
$368K 0.02%
11,143
467
$368K 0.02%
14,905
468
$367K 0.02%
8,549
469
$367K 0.02%
3,838
470
$365K 0.02%
9,923
471
$364K 0.02%
26,800
472
$364K 0.02%
2,155
473
$363K 0.02%
3,345
474
$363K 0.02%
2,619
475
$363K 0.02%
14,745
17 18
19
20 21