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
401
$328K 0.02%
1,818
402
$328K 0.02%
4,925
403
$327K 0.02%
1,404
404
$327K 0.02%
3,441
-146
405
$327K 0.02%
3,955
406
$327K 0.02%
4,033
407
$326K 0.02%
9,686
408
$326K 0.02%
1,248
409
$326K 0.02%
6,656
410
$326K 0.02%
5,363
-423
411
$326K 0.02%
3,477
412
$325K 0.02%
2,314
413
$325K 0.02%
5,373
-536
414
$322K 0.02%
7,461
415
$322K 0.02%
1,500
416
$322K 0.02%
1,171
-89
417
$319K 0.02%
3,053
-420
418
$319K 0.02%
8,250
419
$317K 0.02%
3,628
420
$315K 0.02%
3,276
421
$315K 0.02%
6,300
422
$315K 0.02%
15,070
423
$315K 0.02%
1,539
-1,500
424
$313K 0.01%
7,299
-355
425
$311K 0.01%
2,689
-160
15 16
17
18 19