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
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.5M
3
+$3.01M
4
EXC icon
Exelon
EXC
+$2.63M
5
UNH icon
UnitedHealth
UNH
+$2.45M

Top Sells

1
+$123M
2
+$43.8M
3
+$22.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.8M
5
AMZN icon
Amazon
AMZN
+$10.3M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$206K 0.01%
1,035
527
$205K 0.01%
9,267
-1,275
528
$205K 0.01%
654
-300
529
$204K 0.01%
6,058
530
$204K 0.01%
15,608
-1,125
531
$203K 0.01%
5,452
532
$202K 0.01%
4,527
-200
533
$202K 0.01%
8,522
534
$202K 0.01%
36,463
-8,000
535
$201K 0.01%
2,803
-262
536
$201K 0.01%
18,233
537
$201K 0.01%
3,794
538
$201K 0.01%
2,063
+400
539
$201K 0.01%
8,052
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540
$200K 0.01%
3,976
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541
$194K 0.01%
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542
$193K 0.01%
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543
$192K 0.01%
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544
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25,000
545
$191K 0.01%
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546
$191K 0.01%
21,715
547
$185K 0.01%
14,019
548
$183K 0.01%
15,875
-20,675
549
$183K 0.01%
15,729
550
$182K 0.01%
10,465
20 21
22
23 24