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
451
$296K 0.01%
5,123
452
$294K 0.01%
3,651
453
$294K 0.01%
5,708
454
$293K 0.01%
4,363
455
$293K 0.01%
2,028
456
$292K 0.01%
2,652
457
$292K 0.01%
28,106
-1,120
458
$291K 0.01%
15,740
459
$291K 0.01%
7,761
460
$291K 0.01%
3,878
461
$289K 0.01%
6,514
462
$289K 0.01%
3,018
463
$288K 0.01%
7,274
464
$288K 0.01%
1,190
465
$288K 0.01%
5,553
466
$287K 0.01%
5,862
467
$286K 0.01%
4,382
-181
468
$286K 0.01%
7,601
469
$286K 0.01%
3,958
470
$286K 0.01%
2,694
-82
471
$285K 0.01%
5,362
472
$284K 0.01%
3,237
-71
473
$284K 0.01%
6,790
474
$283K 0.01%
3,400
475
$283K 0.01%
2,276
17 18
19
20 21