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
776
$209K 0.01%
17,033
777
$209K 0.01%
4,816
778
$208K 0.01%
+9,847
779
$208K 0.01%
9,262
780
$208K 0.01%
11,788
-74
781
$208K 0.01%
+3,640
782
$207K 0.01%
9,488
783
$207K 0.01%
+8,230
784
$207K 0.01%
+309
785
$207K 0.01%
11,850
-650
786
$207K 0.01%
+2,874
787
$207K 0.01%
2,187
788
$207K 0.01%
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789
$206K 0.01%
5,846
790
$206K 0.01%
2,100
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791
$205K 0.01%
4,267
792
$205K 0.01%
+1,346
793
$205K 0.01%
+6,887
794
$205K 0.01%
11,402
795
$204K 0.01%
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796
$204K 0.01%
4,187
797
$204K 0.01%
+7,042
798
$204K 0.01%
3,474
799
$204K 0.01%
+1,475
800
$204K 0.01%
+2,527
30 31
32
33 34