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
651
$258K 0.02%
4,462
-1,655
652
$258K 0.02%
4,968
653
$258K 0.02%
14,036
654
$257K 0.02%
+1,500
655
$257K 0.02%
3,758
-12,958
656
$257K 0.02%
1,704
657
$256K 0.02%
349
658
$256K 0.02%
1,884
659
$255K 0.02%
5,736
-58
660
$255K 0.02%
25,000
661
$254K 0.02%
5,441
662
$253K 0.02%
+9,203
663
$253K 0.02%
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664
$252K 0.02%
1,615
665
$252K 0.02%
3,300
666
$252K 0.02%
5,663
667
$251K 0.02%
7,214
668
$251K 0.02%
3,809
669
$251K 0.02%
3,004
670
$250K 0.02%
2,540
671
$249K 0.02%
5,040
672
$248K 0.02%
+1,775
673
$248K 0.02%
3,983
+341
674
$248K 0.02%
19,230
675
$247K 0.02%
5,712
25 26
27
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