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
151
$2.12M 0.13%
24,929
-100
152
$2.11M 0.13%
13,968
-1,300
153
$2.1M 0.13%
57,715
+45,545
154
$1.91M 0.12%
40,186
+5,581
155
$1.88M 0.12%
92,169
156
$1.88M 0.12%
7,677
+521
157
$1.87M 0.12%
31,339
+4,035
158
$1.86M 0.12%
24,424
-14,700
159
$1.86M 0.12%
44,496
160
$1.84M 0.11%
140,000
161
$1.84M 0.11%
33,175
+1,230
162
$1.83M 0.11%
23,427
163
$1.82M 0.11%
38,076
-8,048
164
$1.81M 0.11%
83,254
+8,994
165
$1.8M 0.11%
8,266
+1,356
166
$1.8M 0.11%
35,560
+3,425
167
$1.78M 0.11%
27,458
168
$1.71M 0.11%
45,049
+3,618
169
$1.71M 0.11%
31,430
170
$1.7M 0.11%
16,247
-4,173
171
$1.7M 0.11%
47,437
+2,000
172
$1.69M 0.11%
+33,263
173
$1.69M 0.11%
23,090
-4,300
174
$1.69M 0.1%
24,624
175
$1.67M 0.1%
15,545
+2,847
5 6
7
8 9