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
601
$286K 0.03%
4,836
-468
602
$286K 0.03%
15,435
+5,909
603
$283K 0.03%
2,860
604
$283K 0.03%
5,784
605
$283K 0.03%
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606
$282K 0.03%
+4,031
607
$281K 0.03%
5,910
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608
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609
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6,411
-1,589
610
$279K 0.03%
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611
$276K 0.03%
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612
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-1,014
613
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614
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615
$275K 0.03%
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-123
616
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617
$274K 0.03%
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618
$273K 0.03%
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619
$273K 0.03%
6,329
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620
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3,831
622
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4,332
623
$270K 0.03%
5,915
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624
$270K 0.03%
6,701
-445
625
$269K 0.03%
7,500
-1,000
23 24
25
26 27