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
801
$204K 0.01%
3,110
802
$203K 0.01%
+6,236
803
$203K 0.01%
2,147
804
$203K 0.01%
+2,586
805
$202K 0.01%
+3,522
806
$202K 0.01%
+5,823
807
$202K 0.01%
5,634
808
$202K 0.01%
2,245
809
$202K 0.01%
6,164
810
$201K 0.01%
+2,707
811
$201K 0.01%
1,180
812
$201K 0.01%
9,914
-380
813
$200K 0.01%
9,921
814
$200K 0.01%
+2,929
815
$200K 0.01%
+2,659
816
$200K 0.01%
+6,831
817
$200K 0.01%
+1,528
818
$188K 0.01%
10,499
819
$188K 0.01%
19,180
820
$185K 0.01%
38,435
821
$183K 0.01%
20,906
822
$181K 0.01%
11,036
823
$179K 0.01%
16,531
824
$176K 0.01%
10,116
825
$167K 0.01%
37,014
31 32
33
34 35