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
$2.72B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.11M
3
+$6.86M
4
TMUS icon
T-Mobile US
TMUS
+$5.97M
5
PEP icon
PepsiCo
PEP
+$5.95M

Top Sells

1
+$33.3M
2
+$30.5M
3
+$16.2M
4
COP icon
ConocoPhillips
COP
+$14.5M
5
TSLA icon
Tesla
TSLA
+$13.2M

Sector Composition

1 Technology 36.79%
2 Communication Services 11.51%
3 Consumer Discretionary 11.23%
4 Healthcare 10.04%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$370K 0.01%
1,452
377
$368K 0.01%
2,745
-161
378
$368K 0.01%
1,464
-107
379
$365K 0.01%
3,269
-164
380
$364K 0.01%
6,107
-310
381
$364K 0.01%
8,400
382
$362K 0.01%
5,004
383
$362K 0.01%
696
-37
384
$361K 0.01%
11,125
-787
385
$360K 0.01%
10,859
-689
386
$358K 0.01%
6,300
387
$357K 0.01%
3,697
388
$357K 0.01%
5,980
389
$357K 0.01%
2,141
390
$356K 0.01%
4,807
-247
391
$354K 0.01%
+6,150
392
$354K 0.01%
3,048
-187
393
$354K 0.01%
2,319
394
$351K 0.01%
13,034
395
$351K 0.01%
6,167
396
$351K 0.01%
10,788
-776
397
$348K 0.01%
10,725
-658
398
$348K 0.01%
6,605
-343
399
$348K 0.01%
1,778
-110
400
$348K 0.01%
2,799
-145
14 15
16
17 18