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
$1.74B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$49.5M
3
+$40.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$8.04M

Top Sells

1
+$11.5M
2
+$8.43M
3
+$3.23M
4
V icon
Visa
V
+$3.23M
5
ADBE icon
Adobe
ADBE
+$2.61M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.7%
3 Consumer Discretionary 11.01%
4 Healthcare 10.27%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$339K 0.02%
3,457
-313
402
$339K 0.02%
5,916
-277
403
$338K 0.02%
1,785
404
$337K 0.02%
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405
$336K 0.02%
3,145
-148
406
$335K 0.02%
1,871
-175
407
$334K 0.02%
+5,682
408
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409
$329K 0.02%
25,699
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410
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12,553
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411
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412
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413
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414
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2,143
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415
$320K 0.02%
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416
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417
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418
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419
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420
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421
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3,002
-93
422
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+3,186
423
$311K 0.02%
2,290
-250
424
$310K 0.02%
1,610
-55
425
$310K 0.02%
3,605
15 16
17
18 19