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
101
$1.75M 0.2%
27,977
+4,654
102
$1.74M 0.2%
31,039
-300
103
$1.74M 0.2%
58,769
-13,491
104
$1.71M 0.2%
20,402
+6,316
105
$1.7M 0.2%
9,190
+1,508
106
$1.7M 0.2%
7,475
+582
107
$1.67M 0.19%
36,530
+2,442
108
$1.66M 0.19%
58,644
-1,927
109
$1.62M 0.19%
9,328
+1,000
110
$1.61M 0.19%
30,149
+8
111
$1.6M 0.19%
24,380
112
$1.58M 0.18%
30,491
113
$1.58M 0.18%
7
+3
114
$1.55M 0.18%
27,909
115
$1.55M 0.18%
10,518
+100
116
$1.55M 0.18%
58,216
+800
117
$1.54M 0.18%
53,775
-4,440
118
$1.52M 0.18%
28,919
+4,743
119
$1.52M 0.18%
57,530
+21,178
120
$1.48M 0.17%
15,490
121
$1.47M 0.17%
22,049
+7,335
122
$1.45M 0.17%
32,048
+4,859
123
$1.45M 0.17%
33,063
-642
124
$1.44M 0.17%
19,738
-812
125
$1.42M 0.16%
18,812
+3,377
3 4
5
6 7