SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$593K 0.04%
11,802
+7
302
$589K 0.03%
18,685
+12,000
303
$587K 0.03%
38,205
304
$586K 0.03%
2,900
305
$584K 0.03%
6,680
-43,600
306
$581K 0.03%
12,143
-384
307
$580K 0.03%
25,500
+15,000
308
$577K 0.03%
48,800
309
$574K 0.03%
7,473
310
$571K 0.03%
7,044
311
$571K 0.03%
2,351
-83
312
$570K 0.03%
22,114
-28,500
313
$569K 0.03%
11,590
314
$568K 0.03%
15,751
315
$568K 0.03%
24,346
-100
316
$566K 0.03%
3,886
317
$563K 0.03%
3,620
318
$562K 0.03%
4,008
319
$548K 0.03%
117,500
320
$548K 0.03%
4,445
321
$547K 0.03%
2,830
322
$542K 0.03%
12,086
323
$539K 0.03%
2,672
324
$538K 0.03%
1,774
325
$536K 0.03%
2,173
11 12
13
14 15