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
601
$236K 0.02%
15,356
+1,919
602
$235K 0.02%
8,145
603
$235K 0.02%
5,432
604
$235K 0.02%
3,758
605
$234K 0.02%
2,790
606
$234K 0.02%
8,301
607
$233K 0.02%
9,814
608
$232K 0.02%
5,222
609
$231K 0.02%
275
610
$231K 0.02%
3,568
611
$231K 0.02%
2,978
612
$231K 0.02%
3,504
613
$231K 0.02%
15,052
614
$231K 0.02%
1,500
615
$231K 0.02%
7,088
616
$231K 0.02%
7,422
617
$230K 0.02%
4,824
618
$230K 0.02%
1,921
619
$229K 0.02%
3,845
-1,425
620
$229K 0.02%
2,997
+138
621
$229K 0.02%
4,835
622
$229K 0.02%
3,184
623
$228K 0.02%
10,119
624
$228K 0.02%
5,052
625
$228K 0.02%
22,709
23 24
25
26 27