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
251
$1.34M 0.03%
36,000
+1,490
252
$1.34M 0.03%
14,475
+151
253
$1.34M 0.03%
20,055
+20
254
$1.33M 0.03%
7,707
+1,863
255
$1.33M 0.03%
90,385
-9,965
256
$1.32M 0.03%
3,964
-9,443
257
$1.31M 0.03%
13,072
+392
258
$1.31M 0.03%
7,690
+281
259
$1.27M 0.03%
2,620
260
$1.18M 0.03%
16,508
-16,276
261
$1.11M 0.03%
9,218
-164
262
$1.11M 0.03%
18,000
-2,000
263
$1.11M 0.03%
37,023
-14,000
264
$1.08M 0.03%
11,654
+50
265
$1.06M 0.03%
69,637
-1,550
266
$1.05M 0.03%
6,312
-215
267
$1.04M 0.03%
18,192
-208
268
$1.01M 0.03%
5,488
269
$996K 0.02%
281,400
-40,000
270
$995K 0.02%
9,766
+10
271
$979K 0.02%
11,043
272
$973K 0.02%
13,450
273
$962K 0.02%
2,120
-117
274
$962K 0.02%
4,282
275
$955K 0.02%
8,795
+6,883
9 10
11
12 13