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
301
$678K 0.02%
47,933
+741
302
$668K 0.02%
14,417
+898
303
$641K 0.02%
1,008
304
$638K 0.02%
9,997
-177
305
$637K 0.02%
+40,100
306
$627K 0.02%
6,954
-257
307
$625K 0.02%
2,311
-126
308
$623K 0.02%
1,690
-187
309
$611K 0.02%
11,244
+1,774
310
$607K 0.02%
3,460
311
$604K 0.02%
6,309
+3,973
312
$598K 0.01%
4,861
-236
313
$595K 0.01%
1,256
314
$592K 0.01%
1,679
-47
315
$588K 0.01%
8,709
-332
316
$576K 0.01%
4,393
-206
317
$576K 0.01%
13,768
+1,299
318
$569K 0.01%
1,342
-60
319
$568K 0.01%
+14,800
320
$568K 0.01%
+5,000
321
$564K 0.01%
3,810
-133
322
$559K 0.01%
2,076
-178
323
$559K 0.01%
3,281
-148
324
$556K 0.01%
7,169
325
$555K 0.01%
100,448
+10
11 12
13
14 15