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
326
$555K 0.01%
1,400
-53
327
$553K 0.01%
11,715
-503
328
$552K 0.01%
+59,699
329
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330
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4,472
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331
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$541K 0.01%
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333
$537K 0.01%
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$536K 0.01%
15,954
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335
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2,485
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336
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337
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$519K 0.01%
13,020
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339
$515K 0.01%
25,425
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340
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341
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342
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344
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536
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345
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2,270
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346
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347
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348
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2,186
-116
349
$498K 0.01%
10,339
-318
350
$497K 0.01%
109,814
+79,380
12 13
14
15 16