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
701
$231K 0.03%
5,778
-661
702
$231K 0.03%
6,660
-383
703
$229K 0.03%
+3,709
704
$228K 0.03%
6,501
-527
705
$227K 0.03%
+4,391
706
$227K 0.03%
10,259
-1,070
707
$226K 0.03%
+3,893
708
$225K 0.03%
4,978
709
$225K 0.03%
+4,392
710
$224K 0.03%
2,362
711
$224K 0.03%
+3,525
712
$224K 0.03%
9,100
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713
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714
$223K 0.03%
17,459
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715
$222K 0.03%
+6,394
716
$221K 0.03%
9,765
-1,780
717
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10,118
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718
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719
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720
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22,312
-1,431
721
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+756
722
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7,657
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723
$219K 0.03%
11,260
724
$218K 0.03%
4,825
725
$218K 0.03%
9,961
-885
27 28
29
30 31