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
501
$303K 0.01%
1,586
-124
502
$301K 0.01%
568
-33
503
$301K 0.01%
565
504
$300K 0.01%
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505
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1,277
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506
$300K 0.01%
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507
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508
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509
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510
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511
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512
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513
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514
$291K 0.01%
4,758
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515
$290K 0.01%
8,349
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516
$290K 0.01%
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520
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522
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2,110
523
$285K 0.01%
4,958
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524
$284K 0.01%
2,140
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525
$283K 0.01%
8,277
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19 20
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