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
301
$517K 0.02%
7,095
-266
302
$516K 0.02%
12,777
-474
303
$511K 0.02%
2,730
304
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305
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7,519
306
$505K 0.02%
2,089
307
$504K 0.02%
3,588
308
$498K 0.02%
10,000
309
$498K 0.02%
2,379
310
$490K 0.02%
11,853
311
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12,542
-212
312
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4,366
313
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3,616
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314
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315
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316
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5,137
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317
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318
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319
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320
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321
$455K 0.02%
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322
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10,688
-1,812
323
$453K 0.02%
3,603
324
$450K 0.02%
1,747
325
$447K 0.02%
3,360
11 12
13
14 15