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
251
$1.26M 0.05%
27,310
252
$1.25M 0.05%
21,951
+3,000
253
$1.24M 0.05%
30,163
254
$1.24M 0.05%
200,768
255
$1.22M 0.04%
2,416
256
$1.21M 0.04%
3,508
-3,300
257
$1.2M 0.04%
7,960
-5,000
258
$1.17M 0.04%
16,482
259
$1.16M 0.04%
4,627
+3,600
260
$1.14M 0.04%
6,685
+4,900
261
$1.09M 0.04%
63,905
-285
262
$1.08M 0.04%
14,370
-12,500
263
$1.05M 0.04%
11,384
264
$1.01M 0.04%
12,200
-27,800
265
$1M 0.04%
13,450
266
$993K 0.04%
13,600
267
$982K 0.04%
+9,959
268
$969K 0.04%
24,012
-74,947
269
$961K 0.04%
30,114
-538
270
$961K 0.04%
9,842
-2,170
271
$906K 0.03%
19,271
272
$888K 0.03%
16,226
-886
273
$846K 0.03%
16,402
-432
274
$840K 0.03%
9,519
275
$783K 0.03%
6,172
-179
9 10
11
12 13