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
826
$164K 0.01%
1,031
827
$159K 0.01%
13,284
828
$157K 0.01%
11,665
829
$153K 0.01%
1,427
830
$152K 0.01%
23,950
831
$150K 0.01%
15,857
832
$146K 0.01%
11,649
833
$139K 0.01%
10,000
834
$139K 0.01%
11,045
835
$137K 0.01%
1,874
+395
836
$131K 0.01%
30,272
837
$121K 0.01%
14,120
838
$119K 0.01%
15,550
839
$118K 0.01%
11,003
840
$112K 0.01%
12,578
841
$104K 0.01%
12,478
842
$104K 0.01%
11,401
843
$97K 0.01%
11,895
844
$95K 0.01%
16,968
845
$89K 0.01%
11,197
846
$89K 0.01%
3,025
847
$86K 0.01%
10,054
848
$70K ﹤0.01%
43,298
849
$68K ﹤0.01%
29,033
850
$66K ﹤0.01%
827
32 33
34
35 36