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
$2.86B
AUM Growth
+$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$31M
3
+$28.2M
4
PEP icon
PepsiCo
PEP
+$18.7M
5
INTC icon
Intel
INTC
+$18.2M

Top Sells

1
+$8.73M
2
+$7.08M
3
+$6.56M
4
FISV
Fiserv Inc
FISV
+$5.99M
5
WORK
Slack Technologies, Inc.
WORK
+$5.32M

Sector Composition

1 Technology 38.4%
2 Consumer Discretionary 10.54%
3 Communication Services 10.54%
4 Healthcare 9.4%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$302K 0.01%
9,604
552
$302K 0.01%
+5,299
553
$301K 0.01%
7,700
554
$300K 0.01%
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555
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556
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557
$299K 0.01%
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558
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559
$297K 0.01%
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560
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561
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562
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563
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564
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565
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566
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567
$289K 0.01%
1,276
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569
$285K 0.01%
2,731
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571
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572
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1,193
573
$284K 0.01%
2,133
574
$283K 0.01%
2,965
575
$282K 0.01%
4,932
-404
21 22
23
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