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
426
$309K 0.01%
2,141
427
$309K 0.01%
10,485
428
$309K 0.01%
12,308
429
$307K 0.01%
6,844
430
$307K 0.01%
1,420
+281
431
$305K 0.01%
4,159
-1,600
432
$305K 0.01%
20,175
-201,100
433
$304K 0.01%
4,956
434
$303K 0.01%
4,485
435
$302K 0.01%
3,185
436
$302K 0.01%
12,664
437
$302K 0.01%
1,181
438
$302K 0.01%
1,124
439
$300K 0.01%
1,812
-86
440
$300K 0.01%
3,922
-191
441
$300K 0.01%
4,264
442
$300K 0.01%
2,364
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443
$300K 0.01%
9,782
444
$299K 0.01%
18,688
445
$298K 0.01%
2,814
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446
$298K 0.01%
1,892
447
$298K 0.01%
7,747
-309
448
$297K 0.01%
10,532
-424
449
$297K 0.01%
4,832
450
$296K 0.01%
5,211
16 17
18
19 20