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
451
$319K 0.02%
28,128
452
$318K 0.02%
3,718
453
$317K 0.02%
2,951
454
$316K 0.02%
17,132
455
$315K 0.02%
4,112
456
$314K 0.02%
6,890
457
$310K 0.02%
23,590
458
$310K 0.02%
3,898
459
$310K 0.02%
24,346
460
$309K 0.02%
8,549
461
$309K 0.02%
9,275
462
$308K 0.02%
36,385
463
$307K 0.02%
2,163
464
$307K 0.02%
6,006
465
$307K 0.02%
2,724
+211
466
$306K 0.02%
9,590
467
$306K 0.02%
4,912
468
$306K 0.02%
3,128
469
$306K 0.02%
4,935
470
$305K 0.02%
6,641
471
$304K 0.02%
4,251
472
$304K 0.02%
4,685
473
$304K 0.02%
5,439
474
$304K 0.02%
8,639
475
$304K 0.02%
3,724
17 18
19
20 21