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
726
$217K 0.03%
+1,866
727
$216K 0.03%
150,000
+50,000
728
$216K 0.03%
+3,015
729
$216K 0.03%
15,104
+190
730
$215K 0.03%
22,192
731
$215K 0.03%
5,094
732
$215K 0.03%
3,168
733
$214K 0.02%
+7,558
734
$213K 0.02%
+1,612
735
$213K 0.02%
5,322
736
$212K 0.02%
3,740
-466
737
$212K 0.02%
10,423
-1,396
738
$211K 0.02%
+3,352
739
$210K 0.02%
54
-57
740
$210K 0.02%
3,708
-792
741
$209K 0.02%
12,384
-1,808
742
$209K 0.02%
+7,658
743
$208K 0.02%
+7,429
744
$207K 0.02%
5,721
745
$206K 0.02%
8,766
-534
746
$206K 0.02%
+6,722
747
$206K 0.02%
4,168
-432
748
$206K 0.02%
+4,321
749
$205K 0.02%
+14,950
750
$205K 0.02%
+3,236
28 29
30
31 32