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
626
$268K 0.03%
3,820
-2,600
627
$268K 0.03%
3,619
628
$267K 0.03%
+1,900
629
$266K 0.03%
+5,879
630
$266K 0.03%
4,618
-590
631
$265K 0.03%
1,435
-256
632
$265K 0.03%
21,000
633
$265K 0.03%
6,419
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634
$264K 0.03%
2,443
635
$263K 0.03%
6,898
636
$262K 0.03%
+3,528
637
$261K 0.03%
7,482
638
$261K 0.03%
+5,246
639
$259K 0.03%
8,439
-546
640
$259K 0.03%
20,000
641
$259K 0.03%
4,908
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642
$258K 0.03%
18,564
643
$258K 0.03%
10,202
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644
$258K 0.03%
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645
$256K 0.03%
5,336
646
$256K 0.03%
28,361
-3,275
647
$255K 0.03%
2,113
-174
648
$255K 0.03%
3,892
+300
649
$255K 0.03%
3,667
650
$255K 0.03%
15,751
-1,852
24 25
26
27 28