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
$4.02B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.9M
3
+$17.9M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$40.1M
2
+$33.5M
3
+$23.7M
4
CSCO icon
Cisco
CSCO
+$15.8M
5
TSLA icon
Tesla
TSLA
+$15.6M

Sector Composition

1 Technology 42.45%
2 Consumer Discretionary 12.54%
3 Communication Services 12.4%
4 Healthcare 7.39%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$364K 0.01%
3,659
-152
427
$363K 0.01%
516
+133
428
$362K 0.01%
5,559
429
$361K 0.01%
1,009
-66
430
$360K 0.01%
5,272
-225
431
$359K 0.01%
4,385
432
$359K 0.01%
10,766
-919
433
$357K 0.01%
6,470
-310
434
$357K 0.01%
2,055
435
$357K 0.01%
4,313
436
$357K 0.01%
1,256
437
$354K 0.01%
15,708
+316
438
$353K 0.01%
2,644
439
$353K 0.01%
703
-46
440
$352K 0.01%
1,131
-119
441
$351K 0.01%
2,567
442
$351K 0.01%
2,612
-110
443
$351K 0.01%
3,797
-229
444
$350K 0.01%
1,038
445
$347K 0.01%
1,463
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446
$347K 0.01%
1,447
-68
447
$346K 0.01%
1,276
-95
448
$346K 0.01%
18,910
-1,088
449
$344K 0.01%
23,952
+4,732
450
$344K 0.01%
+4,117
16 17
18
19 20