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
26
$8.53M 0.62%
135,557
-12,729
27
$8.43M 0.61%
62,450
-7,300
28
$8.11M 0.59%
98,161
-70
29
$8.05M 0.58%
80,581
-1,037
30
$7.82M 0.57%
94,541
+2,900
31
$7.58M 0.55%
319,580
-4,960
32
$7.47M 0.54%
82,875
+1,600
33
$7.35M 0.53%
91,945
-11,201
34
$7.28M 0.53%
80,801
-50,651
35
$7.21M 0.52%
78,765
-29,500
36
$7.01M 0.51%
16,067
-1,571
37
$6.57M 0.48%
110,425
+11,954
38
$6.39M 0.46%
74,701
-23,003
39
$6.37M 0.46%
46,635
-930
40
$6.32M 0.46%
155,130
+51,630
41
$6.2M 0.45%
163,321
+5,776
42
$6.15M 0.45%
129,138
43
$6.04M 0.44%
124,930
-10,170
44
$5.84M 0.42%
121,736
+2,302
45
$5.82M 0.42%
116,285
-1,795
46
$5.64M 0.41%
123,001
-926
47
$5.57M 0.4%
66,579
+64,500
48
$5.46M 0.4%
65,042
-1,064
49
$5.13M 0.37%
21,578
-377
50
$5.05M 0.37%
20,250
+9,813
1
2
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