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
26
$10.4M 0.71%
409,080
-68,850
27
$10.3M 0.7%
163,884
28
$10.2M 0.69%
110,431
-1,000
29
$9.94M 0.68%
151,080
-100
30
$9.44M 0.64%
209,057
-19,900
31
$9.26M 0.63%
72,894
+7,800
32
$9M 0.61%
98,634
33
$8.85M 0.6%
157,346
+48,800
34
$8.77M 0.6%
43,043
+906
35
$8.76M 0.6%
136,051
-3,148
36
$8.64M 0.59%
151,792
-19,609
37
$8.6M 0.58%
4,992
-138
38
$8.43M 0.57%
203,502
-28,564
39
$8.02M 0.55%
2,403,640
+97,800
40
$7.83M 0.53%
131,030
+124,994
41
$7.49M 0.51%
69,750
42
$7.42M 0.5%
112,234
+93,900
43
$7.12M 0.48%
44,592
44
$7.09M 0.48%
204,595
-17,100
45
$7.06M 0.48%
110,992
-5,600
46
$6.93M 0.47%
334,869
+83,400
47
$6.87M 0.47%
209,895
-181,110
48
$6.73M 0.46%
72,888
+3,700
49
$6.26M 0.43%
47,447
+31,655
50
$6.22M 0.42%
65,231
+57,999
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