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
101
$3.55M 0.22%
13,080
+448
102
$3.52M 0.22%
96,974
103
$3.38M 0.21%
92,504
+1,102
104
$3.31M 0.21%
115,227
105
$3.28M 0.2%
9,518
106
$3.27M 0.2%
92,068
+900
107
$3.17M 0.2%
56,166
+32,704
108
$3.13M 0.19%
36,949
+3,732
109
$3.1M 0.19%
10,088
110
$3.05M 0.19%
78,248
111
$3.03M 0.19%
145,187
+123,200
112
$3.02M 0.19%
67,781
113
$2.94M 0.18%
102,500
114
$2.91M 0.18%
39,258
+2,794
115
$2.88M 0.18%
+220,000
116
$2.88M 0.18%
29,755
-3,290
117
$2.87M 0.18%
25,529
-3,649
118
$2.86M 0.18%
15,417
+37
119
$2.85M 0.18%
165,090
+16,410
120
$2.85M 0.18%
60,139
-1,685
121
$2.82M 0.18%
50,599
+681
122
$2.82M 0.18%
19,737
+1,200
123
$2.81M 0.18%
42,052
+555
124
$2.8M 0.17%
48,400
-6,775
125
$2.77M 0.17%
17,535
3 4
5
6 7