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
576
$208K 0.01%
+2,572
577
$208K 0.01%
+3,991
578
$207K 0.01%
+2,638
579
$207K 0.01%
+1,181
580
$206K 0.01%
+1,792
581
$206K 0.01%
+1,857
582
$206K 0.01%
5,185
-794
583
$205K 0.01%
3,620
584
$204K 0.01%
+6,310
585
$203K 0.01%
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586
$202K 0.01%
4,294
-233
587
$202K 0.01%
20,891
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588
$202K 0.01%
3,071
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589
$201K 0.01%
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590
$201K 0.01%
+11,481
591
$197K 0.01%
18,233
592
$196K 0.01%
15,875
593
$190K 0.01%
25,000
594
$187K 0.01%
18,750
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595
$185K 0.01%
23,601
-1,283
596
$183K 0.01%
16,821
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597
$182K 0.01%
10,465
598
$181K 0.01%
10,068
599
$179K 0.01%
25,437
-1,371
600
$177K 0.01%
14,895
-697
22 23
24
25 26