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
451
$291K 0.02%
7,510
-1,184
452
$290K 0.02%
11,473
-200
453
$289K 0.02%
+13,750
454
$288K 0.02%
536
-28
455
$286K 0.02%
+9,200
456
$285K 0.02%
734
457
$285K 0.02%
+4,760
458
$284K 0.02%
3,243
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459
$284K 0.02%
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-748
460
$284K 0.02%
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461
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462
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463
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465
$278K 0.02%
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466
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467
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470
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1,466
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4,130
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472
$274K 0.02%
+7,361
473
$271K 0.01%
4,601
474
$271K 0.01%
8,132
-1,284
475
$271K 0.01%
16,627
-718
17 18
19
20 21