SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$11.4M
3
+$9.67M
4
EMR icon
Emerson Electric
EMR
+$7.47M
5
TGT icon
Target
TGT
+$6.21M

Top Sells

1
+$14.9M
2
+$10M
3
+$6.06M
4
AMAT icon
Applied Materials
AMAT
+$5.93M
5
BK icon
Bank of New York Mellon
BK
+$5.85M

Sector Composition

1 Technology 23.51%
2 Financials 16.42%
3 Communication Services 12%
4 Healthcare 11.55%
5 Consumer Discretionary 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$93K 0.01%
1,427
752
$91K 0.01%
2,074
753
$85K 0.01%
11,045
754
$84K 0.01%
12,878
755
$83K 0.01%
14,120
756
$81K 0.01%
3,451
757
$79K 0.01%
46,431
+6,195
758
$76K 0.01%
13,968
759
$76K 0.01%
11,401
-500
760
$73K 0.01%
12,960
761
$71K ﹤0.01%
31,639
762
$68K ﹤0.01%
11,197
763
$67K ﹤0.01%
10,760
764
$66K ﹤0.01%
664
-232
765
$66K ﹤0.01%
43,298
766
$65K ﹤0.01%
10,000
767
$65K ﹤0.01%
24,903
768
$63K ﹤0.01%
3,025
769
$56K ﹤0.01%
+770
770
$54K ﹤0.01%
11,050
771
$52K ﹤0.01%
+15,582
772
$42K ﹤0.01%
827
773
$33K ﹤0.01%
16,968
774
$33K ﹤0.01%
31,537
775
$31K ﹤0.01%
11,035
29 30
31
32 33