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
$859M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.34M
3
+$5.71M
4
INTC icon
Intel
INTC
+$3.45M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$12.3M
2
+$7.59M
3
+$1.13M
4
ETR icon
Entergy
ETR
+$1.06M
5
COP icon
ConocoPhillips
COP
+$876K

Sector Composition

1 Technology 21.51%
2 Healthcare 14.43%
3 Financials 12.12%
4 Industrials 8.27%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.74M 0.67%
36,029
+3,572
27
$5.38M 0.63%
212,242
+215
28
$4.85M 0.56%
162,982
+6,012
29
$4.72M 0.55%
263,978
+3,000
30
$4.71M 0.55%
34,314
-598
31
$4.68M 0.54%
104,022
+801
32
$4.59M 0.53%
39,702
33
$4.45M 0.52%
31,372
+3,245
34
$4.39M 0.51%
34,932
-1,100
35
$4.38M 0.51%
82,011
+15,642
36
$4.28M 0.5%
47,463
37
$4.13M 0.48%
31,780
+8,402
38
$3.94M 0.46%
98,884
-2,025
39
$3.93M 0.46%
101,224
+14,700
40
$3.92M 0.46%
37,530
+9,104
41
$3.91M 0.46%
53,988
+2,072
42
$3.66M 0.43%
48,157
43
$3.64M 0.42%
63,182
44
$3.62M 0.42%
10,672
+1,989
45
$3.56M 0.41%
9,941
46
$3.54M 0.41%
38,631
+5,537
47
$3.5M 0.41%
31,484
+100
48
$3.49M 0.41%
147,911
+33,566
49
$3.49M 0.41%
70,863
-1,120
50
$3.42M 0.4%
48,739
+17,273
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