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
$4.02B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.9M
3
+$17.9M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$40.1M
2
+$33.5M
3
+$23.7M
4
CSCO icon
Cisco
CSCO
+$15.8M
5
TSLA icon
Tesla
TSLA
+$15.6M

Sector Composition

1 Technology 42.45%
2 Consumer Discretionary 12.54%
3 Communication Services 12.4%
4 Healthcare 7.39%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.09M 0.05%
6,831
-4,567
227
$2.09M 0.05%
15,322
+5,060
228
$2.06M 0.05%
8,864
229
$2.01M 0.05%
3,858
-40
230
$1.99M 0.05%
11,484
231
$1.95M 0.05%
23,000
232
$1.89M 0.05%
20,646
233
$1.81M 0.04%
49,711
-392
234
$1.8M 0.04%
30,630
-16,000
235
$1.79M 0.04%
106,176
+90
236
$1.77M 0.04%
46,274
-800
237
$1.77M 0.04%
+33,880
238
$1.76M 0.04%
14,283
239
$1.73M 0.04%
35,367
-35,111
240
$1.7M 0.04%
21,039
241
$1.7M 0.04%
12,151
242
$1.68M 0.04%
20,348
-3,700
243
$1.54M 0.04%
13,508
+700
244
$1.52M 0.04%
2,596
+340
245
$1.52M 0.04%
18,981
246
$1.47M 0.04%
8,670
247
$1.45M 0.04%
45,781
-549
248
$1.4M 0.03%
6,598
249
$1.38M 0.03%
24,290
-250
250
$1.38M 0.03%
87,350
+300
8 9
10
11 12