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
276
$911K 0.02%
7,244
-3,132
277
$908K 0.02%
886
+85
278
$903K 0.02%
2,200
279
$885K 0.02%
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280
$884K 0.02%
2,105
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281
$877K 0.02%
20,065
+15
282
$875K 0.02%
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283
$873K 0.02%
15,071
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284
$872K 0.02%
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285
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46,624
286
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287
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6,461
288
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19,251
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289
$815K 0.02%
3,511
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290
$803K 0.02%
6,012
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291
$776K 0.02%
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293
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27,344
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294
$727K 0.02%
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295
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11,771
296
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297
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+1,100
298
$682K 0.02%
+7,588
299
$680K 0.02%
2,461
300
$679K 0.02%
2,382
-124
10 11
12
13 14