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
$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
476
$316K 0.01%
11,354
-473
477
$316K 0.01%
3,192
-289
478
$315K 0.01%
1,740
479
$315K 0.01%
3,278
-162
480
$314K 0.01%
3,920
-207
481
$314K 0.01%
1,104
-50
482
$314K 0.01%
3,576
-148
483
$313K 0.01%
2,087
484
$313K 0.01%
1,268
-84
485
$311K 0.01%
2,693
486
$311K 0.01%
2,495
487
$310K 0.01%
7,513
-359
488
$310K 0.01%
6,277
489
$309K 0.01%
1,341
+105
490
$309K 0.01%
8,117
-368
491
$308K 0.01%
1,847
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492
$308K 0.01%
3,731
-199
493
$308K 0.01%
11,327
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494
$308K 0.01%
6,300
495
$306K 0.01%
4,544
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496
$306K 0.01%
5,402
497
$306K 0.01%
920
498
$306K 0.01%
+1,390
499
$304K 0.01%
1,763
500
$303K 0.01%
2,130
18 19
20
21 22