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
676
$243K 0.03%
4,587
677
$243K 0.03%
4,222
678
$243K 0.03%
3,987
-300
679
$243K 0.03%
8,211
-763
680
$242K 0.03%
4,379
681
$242K 0.03%
9,020
-1,036
682
$241K 0.03%
14,578
-1,229
683
$241K 0.03%
1,910
-237
684
$240K 0.03%
3,314
-491
685
$240K 0.03%
8,487
-7,300
686
$239K 0.03%
4,749
-865
687
$239K 0.03%
19,359
-1,856
688
$238K 0.03%
5,339
689
$237K 0.03%
3,484
690
$237K 0.03%
+4,649
691
$237K 0.03%
+5,754
692
$237K 0.03%
11,760
-1,482
693
$237K 0.03%
8,366
694
$237K 0.03%
8,043
695
$235K 0.03%
10,400
696
$234K 0.03%
4,417
-313
697
$233K 0.03%
1,746
698
$232K 0.03%
15,595
699
$232K 0.03%
3,762
700
$232K 0.03%
8,628
26 27
28
29 30