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
626
$272K 0.02%
7,691
627
$272K 0.02%
1,741
628
$272K 0.02%
6,064
629
$271K 0.02%
1,590
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630
$271K 0.02%
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631
$270K 0.02%
7,422
632
$269K 0.02%
14,298
633
$269K 0.02%
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634
$268K 0.02%
8,866
-5,298
635
$268K 0.02%
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636
$267K 0.02%
4,329
637
$267K 0.02%
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638
$267K 0.02%
2,517
639
$267K 0.02%
2,479
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640
$266K 0.02%
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641
$266K 0.02%
63,000
642
$265K 0.02%
4,514
643
$264K 0.02%
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644
$264K 0.02%
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$264K 0.02%
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646
$264K 0.02%
23,938
647
$261K 0.02%
+3,586
648
$261K 0.02%
4,311
649
$260K 0.02%
7,778
+658
650
$259K 0.02%
5,790
24 25
26
27 28