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
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
– –
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857
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-3,213
858
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-5,065
859
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-5,658
860
– –
-1,752
861
– –
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862
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-863
863
– –
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864
– –
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865
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866
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867
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868
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869
– –
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870
– –
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871
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872
– –
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873
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874
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875
– –
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33 34
35
36 37