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
$859M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.34M
3
+$5.71M
4
INTC icon
Intel
INTC
+$3.45M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$12.3M
2
+$7.59M
3
+$1.13M
4
ETR icon
Entergy
ETR
+$1.06M
5
COP icon
ConocoPhillips
COP
+$876K

Sector Composition

1 Technology 21.51%
2 Healthcare 14.43%
3 Financials 12.12%
4 Industrials 8.27%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.28%
16,279
+1,449
77
$2.44M 0.28%
52,823
+6,295
78
$2.42M 0.28%
57,417
+20,130
79
$2.42M 0.28%
41,211
+2,889
80
$2.33M 0.27%
11,330
-890
81
$2.3M 0.27%
48,791
-847
82
$2.28M 0.27%
19,726
-848
83
$2.26M 0.26%
34,227
84
$2.26M 0.26%
33,720
85
$2.25M 0.26%
17,335
86
$2.24M 0.26%
18,747
+230
87
$2.11M 0.25%
25,590
88
$2.1M 0.24%
84,352
+10,245
89
$2.1M 0.24%
16,758
+4,900
90
$2.09M 0.24%
21,359
+2,087
91
$2.06M 0.24%
23,744
+4,007
92
$1.97M 0.23%
28,584
-12,687
93
$1.9M 0.22%
28,919
-525
94
$1.89M 0.22%
19,999
-60
95
$1.87M 0.22%
22,409
+1,379
96
$1.86M 0.22%
26,958
97
$1.82M 0.21%
4,438
+768
98
$1.81M 0.21%
20,000
-84,000
99
$1.78M 0.21%
30,183
-630
100
$1.77M 0.21%
24,390
+5,078
2 3
4
5 6