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
476
$303K 0.02%
9,508
477
$302K 0.02%
2,770
478
$301K 0.02%
4,622
479
$298K 0.02%
5,115
480
$298K 0.02%
8,128
481
$297K 0.02%
2,040
482
$296K 0.02%
6,918
483
$295K 0.02%
11,143
484
$295K 0.02%
5,979
+100
485
$295K 0.02%
10,352
486
$295K 0.02%
6,419
487
$294K 0.02%
1,717
488
$291K 0.02%
7,529
489
$291K 0.02%
9,318
490
$289K 0.02%
3,541
491
$289K 0.02%
27,900
492
$289K 0.02%
1,806
493
$288K 0.02%
6,199
494
$288K 0.02%
4,277
495
$287K 0.02%
21,016
496
$286K 0.02%
349
497
$285K 0.02%
4,223
498
$285K 0.02%
3,838
499
$285K 0.02%
3,100
500
$284K 0.02%
2,964
18 19
20
21 22