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
626
$227K 0.02%
1,702
627
$227K 0.02%
9,041
628
$227K 0.02%
5,876
629
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$227K 0.02%
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631
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633
$226K 0.02%
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$226K 0.02%
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635
$225K 0.02%
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636
$225K 0.02%
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637
$225K 0.02%
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638
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$224K 0.02%
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642
$223K 0.02%
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643
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647
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10,731
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648
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649
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+7,670
650
$220K 0.02%
7,569
+555
24 25
26
27 28