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
$2.72B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.11M
3
+$6.86M
4
TMUS icon
T-Mobile US
TMUS
+$5.97M
5
PEP icon
PepsiCo
PEP
+$5.95M

Top Sells

1
+$33.3M
2
+$30.5M
3
+$16.2M
4
COP icon
ConocoPhillips
COP
+$14.5M
5
TSLA icon
Tesla
TSLA
+$13.2M

Sector Composition

1 Technology 36.79%
2 Communication Services 11.51%
3 Consumer Discretionary 11.23%
4 Healthcare 10.04%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.21M 0.08%
4,310
+3,800
227
$2.2M 0.08%
19,100
+16,000
228
$2.19M 0.08%
13,301
229
$2.17M 0.08%
17,897
+15,800
230
$2.15M 0.08%
23,255
+4,900
231
$2.05M 0.08%
134,845
+29,301
232
$2.01M 0.07%
36,355
+32,500
233
$1.88M 0.07%
10,467
-3,015
234
$1.87M 0.07%
41,341
+9,327
235
$1.86M 0.07%
16,841
236
$1.84M 0.07%
26,250
+6,036
237
$1.83M 0.07%
100,250
238
$1.75M 0.06%
8,741
239
$1.74M 0.06%
13,469
240
$1.59M 0.06%
31,521
-2,100
241
$1.58M 0.06%
23,980
+100
242
$1.55M 0.06%
38,749
-4,650
243
$1.51M 0.06%
+100,000
244
$1.46M 0.05%
39,610
-370
245
$1.44M 0.05%
49,283
+10,964
246
$1.37M 0.05%
9,141
-2,500
247
$1.35M 0.05%
24,164
+9,102
248
$1.34M 0.05%
15,417
-88
249
$1.3M 0.05%
8,295
250
$1.29M 0.05%
1,781
+1,200
8 9
10
11 12