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
526
$283K 0.01%
4,103
-267
527
$283K 0.01%
6,932
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528
$283K 0.01%
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529
$282K 0.01%
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530
$281K 0.01%
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531
$280K 0.01%
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533
$278K 0.01%
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535
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537
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541
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545
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549
$266K 0.01%
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550
$266K 0.01%
26,824
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20 21
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