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
751
$215K 0.01%
4,946
752
$215K 0.01%
+8,980
753
$215K 0.01%
7,832
754
$215K 0.01%
7,147
755
$215K 0.01%
2,618
756
$215K 0.01%
11,580
757
$215K 0.01%
+3,644
758
$214K 0.01%
3,035
759
$214K 0.01%
+3,532
760
$214K 0.01%
9,497
761
$213K 0.01%
+8,870
762
$213K 0.01%
+2,486
763
$211K 0.01%
+2,605
764
$211K 0.01%
+2,748
765
$211K 0.01%
3,389
766
$210K 0.01%
+1,609
767
$210K 0.01%
4,828
768
$210K 0.01%
6,851
769
$210K 0.01%
+10,939
770
$210K 0.01%
36,000
771
$210K 0.01%
6,044
772
$209K 0.01%
+7,623
773
$209K 0.01%
+3,169
774
$209K 0.01%
12,413
775
$209K 0.01%
+3,861
29 30
31
32 33