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
201
$831K 0.1%
13,905
-1,377
202
$830K 0.1%
22,856
203
$819K 0.1%
8,589
-698
204
$816K 0.1%
13,588
+2,293
205
$816K 0.1%
10,677
+2,252
206
$813K 0.09%
4,879
+1,062
207
$811K 0.09%
25,175
+404
208
$810K 0.09%
14,450
-1,099
209
$809K 0.09%
7,351
-1,058
210
$807K 0.09%
19,908
-1,840
211
$806K 0.09%
11,806
212
$800K 0.09%
9,491
-663
213
$800K 0.09%
25,948
-1,498
214
$798K 0.09%
4,687
-635
215
$798K 0.09%
22,793
+2,422
216
$798K 0.09%
19,714
217
$794K 0.09%
7,019
218
$793K 0.09%
23,195
+5,248
219
$792K 0.09%
+23,442
220
$792K 0.09%
10,142
-731
221
$786K 0.09%
7,807
-1,293
222
$783K 0.09%
20,140
223
$782K 0.09%
1,687
-185
224
$775K 0.09%
+17,536
225
$774K 0.09%
5,642
+465
7 8
9
10 11