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
126
$2.72M 0.17%
82,158
127
$2.66M 0.17%
20,272
128
$2.65M 0.16%
47,734
+734
129
$2.64M 0.16%
39,005
130
$2.62M 0.16%
51,471
-1,800
131
$2.58M 0.16%
7,548
+581
132
$2.53M 0.16%
20,343
133
$2.48M 0.15%
14,684
134
$2.47M 0.15%
59,709
+15,321
135
$2.42M 0.15%
28,324
-3,266
136
$2.37M 0.15%
68,966
+2,835
137
$2.36M 0.15%
29,577
-400
138
$2.31M 0.14%
140,621
-3,120
139
$2.29M 0.14%
13,481
+11,400
140
$2.29M 0.14%
50,354
+5,124
141
$2.29M 0.14%
29,039
-124
142
$2.28M 0.14%
33,128
+10,800
143
$2.27M 0.14%
121,300
144
$2.21M 0.14%
33,774
145
$2.2M 0.14%
50,071
-16,474
146
$2.18M 0.14%
41,326
+4,300
147
$2.17M 0.14%
37,117
-264
148
$2.17M 0.13%
118,800
+2,040
149
$2.17M 0.13%
52,932
-396
150
$2.13M 0.13%
10,825
-57,315
4 5
6
7 8