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
451
$254K 0.02%
3,554
452
$252K 0.02%
4,287
-326
453
$252K 0.02%
2,726
454
$252K 0.02%
+5,152
455
$250K 0.02%
5,979
-493
456
$247K 0.02%
3,000
-50
457
$247K 0.02%
7,468
458
$244K 0.02%
7,556
459
$243K 0.02%
3,710
460
$243K 0.02%
11,673
461
$243K 0.02%
1,149
462
$243K 0.02%
8,739
463
$242K 0.02%
7,110
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464
$242K 0.02%
2,521
465
$240K 0.02%
35,499
466
$239K 0.02%
3,395
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467
$239K 0.02%
7,505
468
$239K 0.02%
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$238K 0.02%
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$237K 0.02%
31,700
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471
$237K 0.02%
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472
$237K 0.02%
2,905
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473
$236K 0.02%
9,157
474
$236K 0.02%
2,671
475
$235K 0.02%
5,532
-379
17 18
19
20 21