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
76
$4.63M 0.29%
67,685
+3,624
77
$4.58M 0.29%
33,914
-990
78
$4.52M 0.28%
28,837
+866
79
$4.5M 0.28%
13,401
-4,774
80
$4.48M 0.28%
31,762
81
$4.48M 0.28%
43,236
+5,900
82
$4.47M 0.28%
184,350
+15,331
83
$4.32M 0.27%
70,885
-286
84
$4.3M 0.27%
19,504
+635
85
$4.3M 0.27%
47,124
+6,500
86
$4.3M 0.27%
54,451
87
$4.23M 0.26%
22,650
+308
88
$4.11M 0.26%
24,195
-1,000
89
$4.1M 0.26%
33,781
-1,434
90
$4.08M 0.25%
52,866
91
$4.03M 0.25%
14,838
+925
92
$4.03M 0.25%
42,002
-11,200
93
$3.95M 0.25%
29,605
-1,563
94
$3.92M 0.24%
29,617
+7,723
95
$3.92M 0.24%
84,640
+27,180
96
$3.71M 0.23%
7,426
97
$3.7M 0.23%
26,784
+165
98
$3.65M 0.23%
58,605
-4,300
99
$3.6M 0.22%
73,157
+8,092
100
$3.56M 0.22%
53,140
-9,800
2 3
4
5 6