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
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.5M
3
+$3.01M
4
EXC icon
Exelon
EXC
+$2.63M
5
UNH icon
UnitedHealth
UNH
+$2.45M

Top Sells

1
+$123M
2
+$43.8M
3
+$22.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.8M
5
AMZN icon
Amazon
AMZN
+$10.3M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$847K 0.06%
255,009
+44,283
227
$846K 0.06%
21,116
-464
228
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68,300
+17,100
229
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-9,000
230
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64,240
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231
$802K 0.06%
2,828
232
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18,605
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233
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234
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93,000
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235
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25,437
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236
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238
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26,975
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239
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240
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35,000
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241
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245
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246
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2,237
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248
$664K 0.05%
5,817
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249
$660K 0.05%
8,806
250
$641K 0.05%
20,326
-503
8 9
10
11 12