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
551
$265K 0.01%
6,177
-369
552
$265K 0.01%
2,413
553
$264K 0.01%
1,752
+26
554
$264K 0.01%
6,280
555
$264K 0.01%
1,591
-94
556
$264K 0.01%
2,931
-210
557
$263K 0.01%
4,933
+1,437
558
$263K 0.01%
1,376
559
$263K 0.01%
832
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560
$261K 0.01%
2,606
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561
$261K 0.01%
12,018
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562
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563
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3,156
564
$260K 0.01%
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565
$260K 0.01%
2,165
566
$259K 0.01%
2,299
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567
$259K 0.01%
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568
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$258K 0.01%
4,019
570
$258K 0.01%
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571
$257K 0.01%
+3,682
572
$256K 0.01%
1,630
-90
573
$255K 0.01%
3,711
-316
574
$255K 0.01%
+2,456
575
$254K 0.01%
1,736
21 22
23
24 25