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
576
$293K 0.02%
8,554
577
$292K 0.02%
10,742
578
$291K 0.02%
16,469
579
$291K 0.02%
+9,500
580
$291K 0.02%
3,898
581
$291K 0.02%
3,236
582
$290K 0.02%
4,614
583
$290K 0.02%
6,702
+2,119
584
$290K 0.02%
9,659
585
$288K 0.02%
3,385
586
$288K 0.02%
2,951
587
$288K 0.02%
3,686
588
$288K 0.02%
6,918
589
$288K 0.02%
7,996
590
$287K 0.02%
4,145
591
$287K 0.02%
4,867
592
$287K 0.02%
6,079
593
$287K 0.02%
4,622
594
$287K 0.02%
896
595
$286K 0.02%
6,288
596
$285K 0.02%
3,568
597
$285K 0.02%
2,400
598
$284K 0.02%
2,703
599
$283K 0.02%
4,662
600
$282K 0.02%
1,806
22 23
24
25 26