SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$11.4M
3
+$9.67M
4
EMR icon
Emerson Electric
EMR
+$7.47M
5
TGT icon
Target
TGT
+$6.21M

Top Sells

1
+$14.9M
2
+$10M
3
+$6.06M
4
AMAT icon
Applied Materials
AMAT
+$5.93M
5
BK icon
Bank of New York Mellon
BK
+$5.85M

Sector Composition

1 Technology 23.51%
2 Financials 16.42%
3 Communication Services 12%
4 Healthcare 11.55%
5 Consumer Discretionary 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.44M 0.1%
24,382
+2,484
177
$1.42M 0.1%
8,905
+1,458
178
$1.41M 0.1%
108,096
179
$1.41M 0.1%
5,771
180
$1.4M 0.1%
13,681
-492
181
$1.4M 0.1%
7,425
182
$1.39M 0.09%
72,169
-15,400
183
$1.35M 0.09%
13,154
184
$1.34M 0.09%
15,035
-38,800
185
$1.34M 0.09%
53,123
186
$1.31M 0.09%
10,037
+300
187
$1.3M 0.09%
15,309
188
$1.3M 0.09%
30,853
189
$1.27M 0.09%
9,491
-5,373
190
$1.25M 0.09%
24,685
191
$1.23M 0.08%
110,000
192
$1.23M 0.08%
13,536
193
$1.22M 0.08%
64,000
194
$1.19M 0.08%
28,502
195
$1.19M 0.08%
14,085
196
$1.18M 0.08%
11,454
-39
197
$1.18M 0.08%
23,794
-2,144
198
$1.16M 0.08%
26,775
199
$1.15M 0.08%
18,593
200
$1.13M 0.08%
11,580
6 7
8
9 10