SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$301K 0.02%
3,023
527
$300K 0.02%
3,442
528
$300K 0.02%
3,029
-192
529
$298K 0.02%
6,160
-429
530
$298K 0.02%
4,828
-287
531
$298K 0.02%
4,926
532
$298K 0.02%
8,196
533
$295K 0.02%
5,126
-200
534
$295K 0.02%
6,409
535
$295K 0.02%
5,784
536
$293K 0.02%
3,218
537
$291K 0.02%
4,714
-326
538
$290K 0.02%
4,509
-307
539
$289K 0.02%
3,706
540
$289K 0.02%
14,431
541
$288K 0.02%
6,139
-370
542
$286K 0.02%
11,646
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543
$286K 0.02%
8,301
544
$284K 0.02%
4,727
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545
$284K 0.02%
26,816
546
$283K 0.02%
21,016
547
$283K 0.02%
4,079
548
$283K 0.02%
10,957
-662
549
$283K 0.02%
12,831
550
$282K 0.02%
3,088
20 21
22
23 24