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
551
$256K 0.02%
7,147
552
$256K 0.02%
1,396
553
$255K 0.02%
8,432
554
$255K 0.02%
620
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555
$255K 0.02%
4,276
556
$252K 0.02%
5,768
557
$252K 0.02%
3,789
558
$252K 0.02%
3,748
559
$252K 0.02%
3,255
560
$252K 0.02%
+12,261
561
$252K 0.02%
3,221
562
$252K 0.02%
+1,433
563
$251K 0.02%
1,916
564
$251K 0.02%
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565
$250K 0.02%
30,078
566
$249K 0.02%
4,804
567
$249K 0.02%
4,123
568
$249K 0.02%
11,589
569
$248K 0.02%
12,812
570
$248K 0.02%
4,158
571
$248K 0.02%
1,078
572
$248K 0.02%
3,838
573
$248K 0.02%
11,535
574
$248K 0.02%
12,831
575
$248K 0.02%
12,743
21 22
23
24 25