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
576
$247K 0.02%
3,685
577
$247K 0.02%
1,884
578
$247K 0.02%
2,179
+99
579
$246K 0.02%
3,706
580
$246K 0.02%
3,285
581
$246K 0.02%
35,502
-100
582
$246K 0.02%
3,218
583
$246K 0.02%
2,577
584
$246K 0.02%
11,402
585
$245K 0.02%
3,236
586
$245K 0.02%
5,973
587
$244K 0.02%
8,804
588
$240K 0.02%
5,215
589
$240K 0.02%
7,920
590
$239K 0.02%
10,742
591
$239K 0.02%
4,079
592
$239K 0.02%
+5,924
593
$238K 0.02%
6,272
594
$238K 0.02%
3,572
595
$238K 0.02%
8,579
596
$237K 0.02%
3,781
597
$237K 0.02%
6,083
598
$237K 0.02%
1,336
599
$237K 0.02%
3,009
600
$236K 0.02%
11,754
22 23
24
25 26