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
276
$638K 0.03%
173,361
277
$636K 0.03%
8,308
-400
278
$632K 0.03%
15,515
-474
279
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2,820
-62
280
$616K 0.03%
5,581
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281
$593K 0.03%
707
-28
282
$582K 0.03%
7,470
-104
283
$573K 0.03%
6,878
284
$569K 0.03%
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285
$568K 0.03%
8,589
286
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3,258
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287
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288
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289
$555K 0.03%
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290
$555K 0.03%
17,234
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291
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3,707
292
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293
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47,002
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294
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8,996
295
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296
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9,086
-1,096
297
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2,635
+100
298
$533K 0.03%
5,016
299
$530K 0.03%
6,600
-300
300
$523K 0.02%
+1,882
10 11
12
13 14