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
$2.72B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.11M
3
+$6.86M
4
TMUS icon
T-Mobile US
TMUS
+$5.97M
5
PEP icon
PepsiCo
PEP
+$5.95M

Top Sells

1
+$33.3M
2
+$30.5M
3
+$16.2M
4
COP icon
ConocoPhillips
COP
+$14.5M
5
TSLA icon
Tesla
TSLA
+$13.2M

Sector Composition

1 Technology 36.79%
2 Communication Services 11.51%
3 Consumer Discretionary 11.23%
4 Healthcare 10.04%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$277K 0.01%
1,357
-107
502
$276K 0.01%
1,660
-151
503
$276K 0.01%
25,011
-1,863
504
$275K 0.01%
10,238
-604
505
$275K 0.01%
326
506
$274K 0.01%
7,082
-147
507
$274K 0.01%
3,955
508
$274K 0.01%
3,002
-200
509
$273K 0.01%
2,584
510
$272K 0.01%
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511
$271K 0.01%
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512
$271K 0.01%
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513
$271K 0.01%
2,088
514
$271K 0.01%
609
515
$270K 0.01%
5,462
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516
$270K 0.01%
17,671
-1,091
517
$268K 0.01%
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518
$267K 0.01%
3,385
519
$267K 0.01%
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520
$267K 0.01%
1,743
521
$266K 0.01%
5,851
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522
$265K 0.01%
1,474
523
$265K 0.01%
1,564
524
$265K 0.01%
3,449
-14,000
525
$264K 0.01%
2,860
19 20
21
22 23