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
526
$267K 0.02%
7,576
527
$265K 0.02%
5,218
528
$265K 0.02%
+13,083
529
$264K 0.02%
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530
$264K 0.02%
10,646
-1,842
531
$264K 0.02%
5,790
532
$264K 0.02%
+9,312
533
$263K 0.02%
4,436
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534
$263K 0.02%
12,689
535
$262K 0.02%
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536
$262K 0.02%
2,001
537
$262K 0.02%
15,886
538
$261K 0.02%
1,475
539
$261K 0.02%
11,628
540
$261K 0.02%
9,923
541
$260K 0.02%
4,662
542
$260K 0.02%
2,771
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543
$260K 0.02%
3,376
544
$260K 0.02%
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545
$260K 0.02%
1,672
546
$259K 0.02%
3,459
547
$258K 0.02%
1,615
548
$258K 0.02%
2,517
549
$257K 0.02%
7,881
550
$256K 0.02%
3,322
20 21
22
23 24