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
351
$397K 0.02%
1,962
352
$391K 0.02%
6,847
353
$390K 0.02%
91,308
-52,111
354
$390K 0.02%
2,611
-86
355
$390K 0.02%
12,450
356
$388K 0.02%
9,365
357
$388K 0.02%
2,569
-118
358
$387K 0.02%
798
-31
359
$387K 0.02%
1,737
-75
360
$387K 0.02%
10,609
361
$386K 0.02%
4,932
362
$384K 0.02%
3,053
-94
363
$381K 0.02%
4,619
364
$379K 0.02%
2,684
365
$376K 0.02%
6,114
366
$375K 0.02%
12,731
367
$374K 0.02%
31,572
368
$373K 0.02%
16,000
-336
369
$372K 0.02%
2,190
370
$372K 0.02%
2,900
371
$371K 0.02%
9,304
372
$368K 0.02%
5,158
373
$368K 0.02%
14,325
374
$365K 0.02%
3,046
375
$360K 0.02%
1,511
13 14
15
16 17