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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$5.7M
3
+$5.17M
4
LLY icon
Eli Lilly
LLY
+$5.16M
5
AMAT icon
Applied Materials
AMAT
+$4.56M

Top Sells

1
+$11.3M
2
+$10.6M
3
+$4.11M
4
COP icon
ConocoPhillips
COP
+$3.53M
5
AMGN icon
Amgen
AMGN
+$3.53M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$226K 0.01%
2,894
727
$226K 0.01%
18,619
728
$225K 0.01%
6,728
729
$225K 0.01%
8,638
-3
730
$225K 0.01%
5,702
-300
731
$224K 0.01%
7,499
732
$224K 0.01%
2,334
-2,149
733
$223K 0.01%
3,504
-200
734
$223K 0.01%
+4,622
735
$223K 0.01%
12,375
736
$222K 0.01%
2,978
737
$222K 0.01%
+6,063
738
$221K 0.01%
+3,561
739
$221K 0.01%
18,012
740
$221K 0.01%
1,770
741
$221K 0.01%
12,842
742
$220K 0.01%
+3,961
743
$220K 0.01%
+1,500
744
$218K 0.01%
12,231
745
$217K 0.01%
8,804
746
$217K 0.01%
31,000
747
$216K 0.01%
1,721
-100
748
$216K 0.01%
13,099
749
$216K 0.01%
4,883
750
$216K 0.01%
+4,222
28 29
30
31 32