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
551
$182K 0.01%
24,884
+6,265
552
$173K 0.01%
+14,039
553
$173K 0.01%
19,850
554
$171K 0.01%
15,661
-701
555
$167K 0.01%
11,225
-919
556
$166K 0.01%
18,542
557
$161K 0.01%
21,740
558
$159K 0.01%
19,667
559
$157K 0.01%
12,016
560
$154K 0.01%
10,023
561
$153K 0.01%
10,068
-65
562
$150K 0.01%
20,401
563
$147K 0.01%
13,521
564
$143K 0.01%
19,743
-607
565
$141K 0.01%
15,925
566
$138K 0.01%
34,878
+10,730
567
$135K 0.01%
12,937
568
$131K 0.01%
10,219
569
$131K 0.01%
11,960
570
$130K 0.01%
77,071
+11,106
571
$128K 0.01%
+16,750
572
$122K 0.01%
18,000
573
$122K 0.01%
+11,856
574
$121K 0.01%
10,532
575
$119K 0.01%
15,046
21 22
23
24 25