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
576
$282K 0.01%
6,349
577
$281K 0.01%
918
578
$281K 0.01%
3,336
-131
579
$281K 0.01%
4,129
580
$279K 0.01%
2,160
-88
581
$278K 0.01%
1,372
-55
582
$278K 0.01%
2,596
-213
583
$278K 0.01%
5,037
584
$277K 0.01%
3,261
585
$277K 0.01%
14,895
586
$277K 0.01%
3,186
587
$276K 0.01%
3,810
-288
588
$276K 0.01%
1,518
-65
589
$276K 0.01%
6,752
590
$276K 0.01%
684
-27
591
$276K 0.01%
2,130
592
$275K 0.01%
3,580
593
$275K 0.01%
2,322
594
$274K 0.01%
2,286
595
$273K 0.01%
3,953
596
$273K 0.01%
3,430
597
$273K 0.01%
+2,380
598
$273K 0.01%
2,175
599
$272K 0.01%
10,450
600
$272K 0.01%
11,689
22 23
24
25 26