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
$2.1B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.5M
3
+$3.43M
4
AMZN icon
Amazon
AMZN
+$3.21M
5
SCHW icon
Charles Schwab
SCHW
+$3.18M

Top Sells

1
+$7.2M
2
+$5.44M
3
+$4.37M
4
GM icon
General Motors
GM
+$3.68M
5
FISV
Fiserv Inc
FISV
+$3.58M

Sector Composition

1 Technology 35.98%
2 Consumer Discretionary 12.52%
3 Healthcare 11.1%
4 Communication Services 10.99%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.06%
10,183
+8,400
227
$1.25M 0.06%
2,471
-25
228
$1.25M 0.06%
26,066
229
$1.23M 0.06%
61,215
-2,200
230
$1.22M 0.06%
5,338
231
$1.18M 0.06%
26,828
-28,597
232
$1.15M 0.05%
136,700
+26,700
233
$1.12M 0.05%
24,001
234
$1.11M 0.05%
19,725
-14,652
235
$1.1M 0.05%
15,882
-13,900
236
$1.08M 0.05%
13,600
237
$1.07M 0.05%
95,299
+731
238
$1.04M 0.05%
29,092
239
$1.03M 0.05%
23,513
-600
240
$1.03M 0.05%
13,649
241
$1.02M 0.05%
3,983
-41
242
$985K 0.05%
38,840
243
$929K 0.04%
16,900
-2,200
244
$924K 0.04%
29,915
245
$915K 0.04%
17,109
246
$914K 0.04%
11,012
-831
247
$897K 0.04%
13,450
248
$889K 0.04%
9,773
-2,127
249
$888K 0.04%
10,997
250
$882K 0.04%
6,537
-72
8 9
10
11 12