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
$4.02B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.9M
3
+$17.9M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$40.1M
2
+$33.5M
3
+$23.7M
4
CSCO icon
Cisco
CSCO
+$15.8M
5
TSLA icon
Tesla
TSLA
+$15.6M

Sector Composition

1 Technology 42.45%
2 Consumer Discretionary 12.54%
3 Communication Services 12.4%
4 Healthcare 7.39%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.3M 0.6%
145,704
-7,349
27
$24.1M 0.6%
318,752
+236,128
28
$24.1M 0.6%
53,149
+4,906
29
$22.9M 0.57%
95,623
-7,002
30
$22.8M 0.57%
125,194
+3,598
31
$22.1M 0.55%
143,882
-1,615
32
$22M 0.55%
54,631
+647
33
$21.8M 0.54%
83,769
-90,975
34
$21.5M 0.53%
185,141
+40,002
35
$20.6M 0.51%
217,517
-100,446
36
$20.2M 0.5%
174,305
+22,261
37
$19.9M 0.49%
51,038
+8,058
38
$19.6M 0.49%
445,372
+165,296
39
$19M 0.47%
222,969
+10,106
40
$18.9M 0.47%
64,467
+12,661
41
$18.7M 0.47%
82,891
-644
42
$18.6M 0.46%
311,305
+37,933
43
$17.9M 0.44%
106,543
+17,166
44
$17.3M 0.43%
34,200
+4,182
45
$17.1M 0.43%
56,994
-267
46
$16.9M 0.42%
239,516
-51,000
47
$16.7M 0.41%
137,899
+50,182
48
$16.1M 0.4%
403,267
+53,168
49
$15.7M 0.39%
172,496
-1,888
50
$15.6M 0.39%
69,548
-553
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