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
201
$1.29M 0.08%
6,526
+1,305
202
$1.28M 0.08%
10,822
+1,795
203
$1.28M 0.08%
11,460
+377
204
$1.28M 0.08%
16,150
205
$1.27M 0.08%
18,937
-2,275
206
$1.26M 0.08%
64,000
+5,500
207
$1.26M 0.08%
28,502
-320
208
$1.26M 0.08%
11,840
-7,900
209
$1.26M 0.08%
30,853
210
$1.25M 0.08%
35,303
+5,688
211
$1.24M 0.08%
10,207
+1,289
212
$1.24M 0.08%
15,290
+1,328
213
$1.21M 0.08%
18,514
+4,075
214
$1.21M 0.08%
14,085
+2,193
215
$1.2M 0.07%
35,423
216
$1.19M 0.07%
57,790
217
$1.18M 0.07%
12,693
218
$1.18M 0.07%
13,731
+495
219
$1.17M 0.07%
81,510
+2,536
220
$1.16M 0.07%
26,775
+4,414
221
$1.15M 0.07%
17,785
222
$1.15M 0.07%
3,829
+400
223
$1.14M 0.07%
83,000
+16,000
224
$1.14M 0.07%
88,000
225
$1.13M 0.07%
26,592
-9,000
7 8
9
10 11