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
51
$3.39M 0.4%
62,676
-900
52
$3.38M 0.39%
185,241
53
$3.35M 0.39%
71,104
+3,804
54
$3.35M 0.39%
74,484
55
$3.2M 0.37%
34,133
56
$3.17M 0.37%
35,725
+4,300
57
$3.16M 0.37%
99,934
+23,310
58
$3.12M 0.36%
36,570
-600
59
$3.07M 0.36%
197,882
+367
60
$3.06M 0.36%
56,410
+640
61
$3M 0.35%
35,426
+5,793
62
$2.93M 0.34%
24,626
-1,288
63
$2.93M 0.34%
24,180
+42
64
$2.91M 0.34%
57,539
+13,226
65
$2.89M 0.34%
70,490
+12,360
66
$2.83M 0.33%
80,910
+2,086
67
$2.81M 0.33%
77,273
+13,919
68
$2.75M 0.32%
32,979
-7,700
69
$2.68M 0.31%
2,347
+420
70
$2.67M 0.31%
+130,890
71
$2.67M 0.31%
11,693
+3,411
72
$2.63M 0.31%
177,690
+9,180
73
$2.6M 0.3%
67,789
+10,452
74
$2.48M 0.29%
50,532
+3,520
75
$2.45M 0.29%
76,218
1 2
3
4 5