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
376
$313K 0.02%
3,095
377
$311K 0.02%
2,430
-700
378
$310K 0.02%
3,106
-193
379
$310K 0.02%
9,216
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380
$309K 0.02%
13,688
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381
$308K 0.02%
117,500
382
$306K 0.02%
6,757
383
$305K 0.02%
1,930
384
$304K 0.02%
4,123
385
$300K 0.02%
10,051
386
$300K 0.02%
7,073
387
$299K 0.02%
2,254
-106
388
$298K 0.02%
7,719
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389
$296K 0.02%
6,387
390
$296K 0.02%
2,260
391
$295K 0.02%
2,078
392
$293K 0.02%
3,605
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393
$292K 0.02%
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394
$291K 0.02%
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$289K 0.02%
5,993
396
$287K 0.02%
22,000
397
$286K 0.02%
6,646
-342
398
$285K 0.02%
2,170
399
$284K 0.02%
4,601
400
$284K 0.02%
1,576
14 15
16
17 18