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
26
$10.9M 0.64%
84,141
-32,535
27
$10.7M 0.63%
37,258
-6,596
28
$10.6M 0.62%
127,685
+33,800
29
$10.5M 0.62%
39,142
-3,523
30
$10.2M 0.6%
350,934
-27,900
31
$9.96M 0.59%
130,604
-12,827
32
$9.67M 0.57%
193,864
-14,286
33
$9.65M 0.57%
2,217,560
-258,080
34
$9.62M 0.57%
416,481
+3,330
35
$9.59M 0.57%
174,231
+65,300
36
$9.58M 0.57%
151,158
-12,761
37
$9.41M 0.56%
170,053
-17,356
38
$9.33M 0.55%
69,750
39
$9.25M 0.55%
162,325
-30
40
$9.24M 0.55%
334,650
-53,340
41
$9.13M 0.54%
77,184
+1,800
42
$9.03M 0.53%
167,173
+15,600
43
$8.95M 0.53%
95,545
+14,200
44
$8.88M 0.52%
260,377
-4,111
45
$8.73M 0.52%
130,530
46
$8.58M 0.51%
67,894
-13,901
47
$8.48M 0.5%
217,472
+31,130
48
$8.44M 0.5%
89,881
-12,500
49
$7.93M 0.47%
4,042
-837
50
$7.81M 0.46%
103,166
-7,800
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