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
326
$445K 0.02%
10,216
-63,200
327
$444K 0.02%
31,991
-29,700
328
$440K 0.02%
2,669
-30
329
$437K 0.02%
7,569
330
$434K 0.02%
922
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331
$434K 0.02%
7,366
-310
332
$431K 0.02%
3,503
333
$431K 0.02%
9,529
334
$430K 0.02%
8,796
335
$427K 0.02%
3,819
-113
336
$424K 0.02%
7,866
-421
337
$423K 0.02%
3,202
338
$420K 0.02%
10,833
339
$419K 0.02%
8,064
340
$417K 0.02%
+19,987
341
$417K 0.02%
3,129
342
$408K 0.02%
2,967
343
$405K 0.02%
2,526
344
$404K 0.02%
2,797
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345
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2,279
346
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1,799
-61
347
$401K 0.02%
9,154
348
$401K 0.02%
5,105
-360
349
$400K 0.02%
3,457
350
$400K 0.02%
162,400
-27,600
12 13
14
15 16