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
551
$282K 0.02%
6,006
552
$281K 0.02%
1,438
-109
553
$281K 0.02%
3,562
-182
554
$281K 0.02%
5,404
555
$280K 0.02%
941
556
$280K 0.02%
4,309
557
$280K 0.02%
3,092
558
$279K 0.02%
7,226
559
$278K 0.02%
3,620
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560
$278K 0.02%
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561
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562
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+5,819
563
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564
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565
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7,214
566
$276K 0.02%
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567
$276K 0.02%
2,668
568
$275K 0.02%
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570
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571
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581
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$274K 0.02%
4,820
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$271K 0.02%
1,410
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575
$271K 0.02%
2,666
21 22
23
24 25