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
$1.74B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$49.5M
3
+$40.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$8.04M

Top Sells

1
+$11.5M
2
+$8.43M
3
+$3.23M
4
V icon
Visa
V
+$3.23M
5
ADBE icon
Adobe
ADBE
+$2.61M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.7%
3 Consumer Discretionary 11.01%
4 Healthcare 10.27%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$221K 0.01%
+2,968
552
$220K 0.01%
+3,521
553
$220K 0.01%
+3,220
554
$220K 0.01%
+1,100
555
$219K 0.01%
11,351
-665
556
$219K 0.01%
2,304
-363
557
$219K 0.01%
+3,752
558
$218K 0.01%
+6,578
559
$218K 0.01%
5,201
-251
560
$218K 0.01%
+4,397
561
$217K 0.01%
6,141
-969
562
$215K 0.01%
3,482
-228
563
$215K 0.01%
+1,916
564
$215K 0.01%
+2,466
565
$214K 0.01%
+4,485
566
$214K 0.01%
+2,832
567
$213K 0.01%
+4,198
568
$213K 0.01%
+1,161
569
$212K 0.01%
+3,181
570
$212K 0.01%
3,003
-475
571
$211K 0.01%
3,703
-584
572
$210K 0.01%
7,112
-393
573
$210K 0.01%
16,459
-2,520
574
$209K 0.01%
+3,777
575
$209K 0.01%
13,749
21 22
23
24 25