SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
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 +$7.94M
2 +$5.59M
3 +$5.09M
4
MSFT icon
Microsoft
MSFT
+$5.08M
5
LLY icon
Eli Lilly
LLY
+$4.97M

Top Sells

1 +$10.8M
2 +$9.83M
3 +$3.98M
4
AMGN icon
Amgen
AMGN
+$3.38M
5
COP icon
ConocoPhillips
COP
+$3.38M

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
901
-4,257
902
-1,433