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
551
$305K 0.02%
3,752
-440
552
$304K 0.02%
4,452
+201
553
$304K 0.02%
16,800
554
$304K 0.02%
3,108
555
$304K 0.02%
3,102
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556
$303K 0.02%
8,452
-5,310
557
$302K 0.02%
8,937
558
$302K 0.02%
6,412
559
$302K 0.02%
5,823
560
$300K 0.02%
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561
$300K 0.02%
5,006
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562
$300K 0.02%
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563
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564
$299K 0.02%
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565
$299K 0.02%
9,391
566
$298K 0.02%
12,812
567
$298K 0.02%
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$298K 0.02%
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$296K 0.02%
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570
$295K 0.02%
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571
$295K 0.02%
3,272
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$294K 0.02%
7,606
573
$294K 0.02%
11,535
574
$294K 0.02%
5,278
575
$293K 0.02%
14,755