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
551
$320K 0.04%
5,133
-382
552
$319K 0.04%
10,760
553
$317K 0.04%
11,360
-1,011
554
$316K 0.04%
33,989
555
$316K 0.04%
12,226
-31,504
556
$316K 0.04%
1,750
+250
557
$314K 0.04%
2,476
558
$312K 0.04%
2,735
559
$310K 0.04%
+12,781
560
$310K 0.04%
8,879
561
$309K 0.04%
3,003
562
$308K 0.04%
36,488
-2,664
563
$307K 0.04%
16,501
564
$307K 0.04%
2,798
+200
565
$307K 0.04%
4,000
566
$306K 0.04%
4,812
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567
$306K 0.04%
6,051
-8,786
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$305K 0.04%
4,431
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$303K 0.04%
9,305
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570
$302K 0.04%
5,802
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571
$301K 0.04%
2,811
-136
572
$301K 0.04%
15,339
-592
573
$300K 0.03%
3,460
-260
574
$300K 0.03%
14,703
-1,036
575
$300K 0.03%
3,173
21 22
23
24 25