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
501
$361K 0.04%
3,292
-161
502
$361K 0.04%
3,532
503
$360K 0.04%
3,945
504
$360K 0.04%
13,065
505
$358K 0.04%
5,450
506
$356K 0.04%
5,301
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507
$355K 0.04%
3,355
+100
508
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4,432
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509
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4,674
510
$351K 0.04%
7,700
511
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7,451
-566
512
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+6,307
513
$347K 0.04%
5,201
-462
514
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2,282
515
$345K 0.04%
12,752
516
$345K 0.04%
+25,112
517
$343K 0.04%
10,066
-834
518
$342K 0.04%
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519
$342K 0.04%
6,183
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520
$342K 0.04%
8,200
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521
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7,402
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19,414
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523
$339K 0.04%
31,611
+1
524
$339K 0.04%
6,224
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525
$337K 0.04%
+6,762
19 20
21
22 23