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
576
$118K 0.01%
10,144
-841
577
$115K 0.01%
11,694
578
$111K 0.01%
33,537
579
$111K 0.01%
17,800
580
$110K 0.01%
15,592
-1,693
581
$104K 0.01%
12,762
582
$104K 0.01%
10,072
583
$103K 0.01%
17,430
584
$103K 0.01%
19,432
585
$98K 0.01%
+10,000
586
$96K 0.01%
+15,863
587
$94K 0.01%
14,120
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588
$93K 0.01%
11,275
589
$89K 0.01%
17,436
-466
590
$87K 0.01%
11,500
-35
591
$86K 0.01%
12,676
-9,900
592
$85K 0.01%
10,222
593
$84K 0.01%
14,506
594
$82K 0.01%
26,816
595
$80K 0.01%
10,555
-2,400
596
$80K 0.01%
4,886
597
$79K 0.01%
11,180
-1,158
598
$78K 0.01%
10,116
-1,304
599
$78K 0.01%
11,090
600
$77K 0.01%
11,406
22 23
24
25 26