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
526
$337K 0.04%
20,054
527
$336K 0.04%
2,440
528
$336K 0.04%
24,000
+2,500
529
$336K 0.04%
16,465
-1,706
530
$335K 0.04%
14,516
531
$335K 0.04%
7,860
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532
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4,653
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533
$334K 0.04%
4,607
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$332K 0.04%
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535
$332K 0.04%
24,447
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536
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6,194
537
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538
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5,336
539
$328K 0.04%
10,304
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540
$327K 0.04%
5,194
-466
541
$325K 0.04%
21,414
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542
$325K 0.04%
41,689
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544
$324K 0.04%
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4,542
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546
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25,317
547
$322K 0.04%
17,046
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548
$321K 0.04%
+13,756
549
$321K 0.04%
15,946
-1,810
550
$320K 0.04%
30,000
+6,500
20 21
22
23 24