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
376
$359K 0.02%
1,340
-92
377
$359K 0.02%
58,705
-11,266
378
$358K 0.02%
11,082
379
$357K 0.02%
8,393
-822
380
$356K 0.02%
7,228
381
$355K 0.02%
1,871
382
$354K 0.02%
+16,737
383
$352K 0.02%
3,257
-3,385
384
$350K 0.02%
18,495
385
$350K 0.02%
8,145
386
$350K 0.02%
11,500
387
$349K 0.02%
1,893
388
$348K 0.02%
25,000
389
$346K 0.02%
1,444
-75
390
$344K 0.02%
787
-46
391
$342K 0.02%
25,413
392
$342K 0.02%
6,106
+382
393
$338K 0.02%
3,674
394
$336K 0.02%
1,785
395
$336K 0.02%
1,604
-63
396
$335K 0.02%
20,707
397
$332K 0.02%
8,202
398
$332K 0.02%
13,142
399
$331K 0.02%
5,004
400
$330K 0.02%
3,581
14 15
16
17 18