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
$1.74B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$49.5M
3
+$40.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$8.04M

Top Sells

1
+$11.5M
2
+$8.43M
3
+$3.23M
4
V icon
Visa
V
+$3.23M
5
ADBE icon
Adobe
ADBE
+$2.61M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.7%
3 Consumer Discretionary 11.01%
4 Healthcare 10.27%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$420K 0.02%
2,393
-67
352
$418K 0.02%
2,101
-67
353
$417K 0.02%
3,724
-175
354
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+18,716
355
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2,522
-118
356
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11,767
357
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15,550
-1,194
358
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10,650
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7,354
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361
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2,465
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6,757
363
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3,302
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364
$394K 0.02%
32,521
-2,978
365
$387K 0.02%
12,178
-1,076
366
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367
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368
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14,740
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369
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12,731
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370
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22,900
371
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10,025
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372
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2,664
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373
$373K 0.02%
1,879
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374
$373K 0.02%
4,490
-182
375
$372K 0.02%
2,630
+200
13 14
15
16 17