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
651
$220K 0.02%
4,336
652
$220K 0.02%
8,880
653
$218K 0.01%
5,377
654
$217K 0.01%
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655
$216K 0.01%
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656
$216K 0.01%
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657
$216K 0.01%
3,640
658
$216K 0.01%
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659
$216K 0.01%
5,441
660
$215K 0.01%
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661
$215K 0.01%
11,778
662
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663
$214K 0.01%
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664
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665
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+2,618
666
$213K 0.01%
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667
$213K 0.01%
12,363
668
$212K 0.01%
6,592
669
$212K 0.01%
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670
$212K 0.01%
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671
$211K 0.01%
2,417
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672
$210K 0.01%
2,936
673
$210K 0.01%
1,498
674
$209K 0.01%
3,882
675
$209K 0.01%
1,932
25 26
27
28 29