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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$5.7M
3 +$5.17M
4
LLY icon
Eli Lilly
LLY
+$5.16M
5
AMAT icon
Applied Materials
AMAT
+$4.56M

Top Sells

1 +$11.3M
2 +$10.6M
3 +$4.11M
4
COP icon
ConocoPhillips
COP
+$3.53M
5
AMGN icon
Amgen
AMGN
+$3.53M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$338K 0.02%
11,754
502
$338K 0.02%
+46,000
503
$337K 0.02%
5,879
504
$337K 0.02%
3,464
505
$337K 0.02%
10,988
506
$336K 0.02%
3,525
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507
$336K 0.02%
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508
$335K 0.02%
7,974
509
$334K 0.02%
2,479
510
$332K 0.02%
6,302
511
$332K 0.02%
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512
$332K 0.02%
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513
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3,541
514
$331K 0.02%
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515
$330K 0.02%
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516
$330K 0.02%
7,881
517
$329K 0.02%
5,323
518
$329K 0.02%
12,942
519
$328K 0.02%
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520
$326K 0.02%
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521
$326K 0.02%
9,366
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522
$324K 0.02%
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523
$322K 0.02%
13,569
524
$322K 0.02%
3,371
+314
525
$322K 0.02%
3,625