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
426
$267K 0.02%
3,770
-169
427
$265K 0.02%
17,345
428
$265K 0.02%
3,293
-164
429
$264K 0.02%
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-184
430
$263K 0.02%
2,770
431
$263K 0.02%
2,667
-226
432
$262K 0.02%
3,366
-65
433
$262K 0.02%
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434
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25,000
435
$259K 0.02%
4,991
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436
$259K 0.02%
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437
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438
$258K 0.02%
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439
$257K 0.02%
27,020
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440
$257K 0.02%
13,789
441
$257K 0.02%
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442
$257K 0.02%
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444
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445
$256K 0.02%
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446
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447
$255K 0.02%
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-162
448
$255K 0.02%
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-200
449
$254K 0.02%
5,590
450
$254K 0.02%
7,730
16 17
18
19 20