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
401
$284K 0.02%
2,944
402
$284K 0.02%
+3,496
403
$283K 0.02%
3,456
-269
404
$283K 0.02%
7,352
-400
405
$282K 0.02%
16,744
406
$281K 0.02%
3,201
-156
407
$281K 0.02%
5,784
408
$281K 0.02%
5,288
409
$280K 0.02%
3,443
410
$280K 0.02%
4,445
-216
411
$279K 0.02%
5,450
412
$278K 0.02%
1,887
413
$278K 0.02%
2,190
-45
414
$278K 0.02%
9,856
415
$276K 0.02%
3,706
416
$276K 0.02%
2,640
-124
417
$275K 0.02%
2,295
-119
418
$275K 0.02%
4,279
419
$275K 0.02%
1,665
420
$274K 0.02%
33,478
-1,234
421
$273K 0.02%
9,324
-358
422
$271K 0.02%
8,145
423
$271K 0.02%
8,809
-474
424
$270K 0.02%
5,004
425
$269K 0.02%
3,141
15 16
17
18 19