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
176
$1.65M 0.1%
15,137
-905
177
$1.63M 0.1%
57,069
-3,888
178
$1.62M 0.1%
24,777
179
$1.61M 0.1%
9,864
+286
180
$1.61M 0.1%
+50,000
181
$1.59M 0.1%
25,404
+200
182
$1.59M 0.1%
9,483
+1,434
183
$1.54M 0.1%
12,777
+1,960
184
$1.54M 0.1%
21,898
185
$1.51M 0.09%
26,510
+4,380
186
$1.5M 0.09%
20,365
187
$1.48M 0.09%
30,340
-5,600
188
$1.45M 0.09%
118,700
189
$1.45M 0.09%
24,685
+3,050
190
$1.44M 0.09%
11,912
+2,152
191
$1.44M 0.09%
15,309
+3,092
192
$1.4M 0.09%
39,197
+6,211
193
$1.38M 0.09%
14,173
+1,618
194
$1.38M 0.09%
13,154
+1,094
195
$1.35M 0.08%
5,771
+905
196
$1.33M 0.08%
50,158
+6,290
197
$1.33M 0.08%
42,552
-3,600
198
$1.32M 0.08%
19,717
+2,553
199
$1.31M 0.08%
43,089
-6,870
200
$1.3M 0.08%
108,096
+20,632
6 7
8
9 10