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
476
$235K 0.02%
4,033
477
$235K 0.02%
3,159
478
$235K 0.02%
16,645
-1,045
479
$234K 0.02%
+3,063
480
$233K 0.02%
+3,919
481
$233K 0.02%
6,585
482
$233K 0.02%
2,725
483
$233K 0.02%
6,569
-349
484
$232K 0.02%
3,620
485
$232K 0.02%
4,504
-210
486
$232K 0.02%
1,611
487
$231K 0.02%
8,618
488
$230K 0.02%
3,972
-200
489
$230K 0.02%
3,349
490
$229K 0.02%
10,236
-702
491
$229K 0.02%
734
492
$228K 0.02%
4,503
+658
493
$228K 0.02%
3,478
-3,346
494
$228K 0.02%
3,057
495
$228K 0.02%
2,522
496
$227K 0.02%
1,131
-96
497
$226K 0.02%
3,643
-101
498
$224K 0.02%
3,218
499
$223K 0.02%
13,520
500
$223K 0.02%
+5,070
18 19
20
21 22