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
476
$282K 0.01%
8,909
477
$282K 0.01%
964
-29
478
$281K 0.01%
2,022
-144
479
$281K 0.01%
20,834
-1,099
480
$280K 0.01%
8,546
481
$279K 0.01%
5,682
482
$278K 0.01%
1,687
483
$276K 0.01%
4,834
-298
484
$274K 0.01%
2,566
-97
485
$270K 0.01%
7,734
-407
486
$270K 0.01%
7,675
-329
487
$270K 0.01%
3,316
488
$269K 0.01%
4,107
489
$269K 0.01%
5,825
490
$268K 0.01%
125
-14
491
$268K 0.01%
1,803
-328
492
$267K 0.01%
2,611
+170
493
$267K 0.01%
1,631
-119
494
$265K 0.01%
2,677
495
$265K 0.01%
1,395
496
$264K 0.01%
3,285
497
$263K 0.01%
8,750
498
$263K 0.01%
5,076
-294
499
$263K 0.01%
3,306
500
$262K 0.01%
16,697
18 19
20
21 22