SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$357K 0.02%
10,502
-486
452
$356K 0.02%
20,107
+7,607
453
$356K 0.02%
4,411
454
$352K 0.02%
3,100
455
$351K 0.02%
2,359
456
$350K 0.02%
21,591
457
$349K 0.02%
2,135
458
$346K 0.02%
4,662
459
$345K 0.02%
4,940
460
$345K 0.02%
4,096
461
$345K 0.02%
1,884
462
$345K 0.02%
28,087
-600
463
$344K 0.02%
6,641
464
$343K 0.02%
3,566
465
$343K 0.02%
+3,055
466
$342K 0.02%
9,552
467
$342K 0.02%
3,887
468
$342K 0.02%
6,780
-406
469
$341K 0.02%
7,346
-476
470
$339K 0.02%
6,347
471
$339K 0.02%
6,918
472
$338K 0.02%
9,054
473
$337K 0.02%
7,391
474
$336K 0.02%
20,053
-744
475
$334K 0.02%
3,622
-216
17 18
19
20 21