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
576
$299K 0.03%
2,685
577
$299K 0.03%
5,612
578
$298K 0.03%
6,833
-1
579
$297K 0.03%
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-2,690
580
$297K 0.03%
5,413
581
$297K 0.03%
9,395
-1,070
582
$297K 0.03%
6,308
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$296K 0.03%
17,969
584
$296K 0.03%
6,008
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585
$294K 0.03%
7,374
-651
586
$293K 0.03%
2,160
587
$293K 0.03%
6,690
588
$293K 0.03%
+6,935
589
$292K 0.03%
15,839
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590
$292K 0.03%
5,354
-383
591
$292K 0.03%
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592
$291K 0.03%
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$291K 0.03%
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594
$291K 0.03%
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595
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596
$290K 0.03%
8,111
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597
$287K 0.03%
2,500
598
$287K 0.03%
11,136
-664
599
$287K 0.03%
9,000
600
$286K 0.03%
3,330
22 23
24
25 26