We are live on ! Find out more
SCM

Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
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
+$21M
2
+$12.6M
3
+$10.7M
4
EMR icon
Emerson Electric
EMR
+$8.43M
5
TGT icon
Target
TGT
+$7.23M

Top Sells

1
+$15.8M
2
+$10.8M
3
+$6.21M
4
MAS icon
Masco
MAS
+$6.2M
5
ETFC
E*Trade Financial Corporation
ETFC
+$6.06M

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
801
– –
-2,784
802
– –
-3,751
803
– –
-6,040
804
– –
-2,586
805
– –
-3,497
806
– –
-3,245
807
– –
-5,855
808
– –
-6,631
809
– –
-2,871
810
– –
-8,187
811
– –
-3,561
812
– –
-8,748
813
– –
-1,369
814
– –
-9,488
815
– –
-8,230
816
– –
-2,383
817
– –
-5,712
818
– –
-7,078
819
– –
-6,768
820
– –
-3,213
821
– –
-3,577
822
– –
-2,675
823
– –
-11,850
824
– –
-1,721
825
– –
-2,478
31 32
33
34 35