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
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.5M
3
+$3.01M
4
EXC icon
Exelon
EXC
+$2.63M
5
UNH icon
UnitedHealth
UNH
+$2.45M

Top Sells

1
+$123M
2
+$43.8M
3
+$22.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.8M
5
AMZN icon
Amazon
AMZN
+$10.3M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$346K 0.03%
4,136
352
$344K 0.02%
15,502
-680
353
$344K 0.02%
2,456
-192
354
$339K 0.02%
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355
$338K 0.02%
2,168
356
$337K 0.02%
2,933
-1,700
357
$336K 0.02%
1,111
-2,600
358
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6,193
-458
359
$335K 0.02%
3,976
360
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4,018
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361
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19,304
-803
362
$331K 0.02%
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-200
363
$331K 0.02%
8,384
-1
364
$330K 0.02%
2,046
365
$330K 0.02%
3,444
-59
366
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4,462
367
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368
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1,615
369
$322K 0.02%
1,527
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370
$321K 0.02%
9,837
371
$319K 0.02%
10,442
372
$319K 0.02%
22,900
373
$318K 0.02%
26,500
374
$317K 0.02%
2,540
375
$317K 0.02%
6,339
13 14
15
16 17