SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$444K 0.03%
9,318
377
$442K 0.03%
8,485
-27,613
378
$441K 0.03%
7,469
-358
379
$441K 0.03%
14,809
-765
380
$440K 0.03%
2,617
381
$439K 0.03%
2,951
382
$439K 0.03%
17,716
-3,703
383
$438K 0.03%
3,671
-124
384
$437K 0.03%
5,506
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385
$436K 0.03%
9,835
386
$436K 0.03%
3,460
387
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3,272
388
$432K 0.03%
200,000
389
$430K 0.03%
5,761
390
$430K 0.03%
8,065
391
$430K 0.03%
3,095
392
$429K 0.03%
17,321
393
$426K 0.03%
5,000
394
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5,123
396
$417K 0.02%
8,279
-303
397
$414K 0.02%
330
-19
398
$412K 0.02%
8,287
-700
399
$411K 0.02%
2,639
-147
400
$410K 0.02%
4,445
14 15
16
17 18