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
426
$310K 0.02%
+3,350
427
$310K 0.02%
2,308
-209
428
$309K 0.02%
2,556
-214
429
$307K 0.02%
8,485
-672
430
$305K 0.02%
+2,089
431
$305K 0.02%
5,832
-555
432
$304K 0.02%
+4,753
433
$303K 0.02%
5,004
434
$301K 0.02%
1,725
-731
435
$300K 0.02%
+3,712
436
$300K 0.02%
5,110
-480
437
$300K 0.02%
3,563
-166
438
$299K 0.02%
8,864
-352
439
$299K 0.02%
7,159
-571
440
$298K 0.02%
+1,690
441
$298K 0.02%
3,798
-178
442
$297K 0.02%
5,309
-475
443
$296K 0.02%
13,520
444
$296K 0.02%
3,844
-292
445
$296K 0.02%
+12,450
446
$294K 0.02%
2,190
447
$294K 0.02%
9,604
-838
448
$293K 0.02%
+2,109
449
$293K 0.02%
7,073
-708
450
$291K 0.02%
13,009
-1,233
16 17
18
19 20