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
151
$1.15M 0.13%
23,478
+1,274
152
$1.14M 0.13%
24,708
153
$1.14M 0.13%
13,479
154
$1.13M 0.13%
13,786
-32
155
$1.12M 0.13%
24,304
-773
156
$1.12M 0.13%
22,780
+2,400
157
$1.12M 0.13%
14,372
+2,569
158
$1.12M 0.13%
19,865
+3,006
159
$1.11M 0.13%
13,681
-1,200
160
$1.11M 0.13%
14,582
+400
161
$1.11M 0.13%
15,371
162
$1.1M 0.13%
42,540
+24,156
163
$1.09M 0.13%
15,658
-353
164
$1.09M 0.13%
8,269
-545
165
$1.09M 0.13%
27,128
+8,300
166
$1.09M 0.13%
27,558
-3,140
167
$1.08M 0.13%
16,739
+2,949
168
$1.08M 0.13%
19,406
169
$1.06M 0.12%
5,932
+1,176
170
$1.06M 0.12%
27,097
-300
171
$1.05M 0.12%
81,990
+12,915
172
$1.05M 0.12%
10,181
+4,300
173
$1.03M 0.12%
28,376
+25,983
174
$1.03M 0.12%
7,764
+1,308
175
$1.02M 0.12%
21,156
+10,829
5 6
7
8 9