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
$1.59B
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
851
$65K ﹤0.01%
2,695
852
$62K ﹤0.01%
11,050
853
$48K ﹤0.01%
10,727
854
$37K ﹤0.01%
11,035
855
– –
-1,305
856
– –
-1,369
857
– –
-12,800
858
– –
-328,786
859
– –
-5,065
860
– –
-5,658
861
– –
-1,752
862
– –
-4,411
863
– –
-863
864
– –
-8,800
865
– –
-7,087
866
– –
-6,499
867
– –
-5,720
868
– –
-4,806
869
– –
-3,609
870
– –
-4,102
871
– –
-1,834
872
– –
-1,827
873
– –
-2,109
874
– –
-1,830
875
– –
-9,000
33 34
35
36 37