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
401
$347K 0.01%
1,910
-124
402
$347K 0.01%
4,932
403
$344K 0.01%
4,124
-178
404
$344K 0.01%
2,191
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405
$343K 0.01%
1,506
406
$343K 0.01%
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407
$342K 0.01%
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408
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409
$341K 0.01%
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410
$341K 0.01%
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411
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8,022
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412
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413
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414
$339K 0.01%
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415
$338K 0.01%
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416
$337K 0.01%
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417
$337K 0.01%
9,035
418
$336K 0.01%
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419
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421
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2,110
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422
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8,235
-506
423
$331K 0.01%
684
424
$327K 0.01%
6,927
-528
425
$327K 0.01%
50,744
-3,495
15 16
17
18 19