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
$2.1B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.5M
3
+$3.43M
4
AMZN icon
Amazon
AMZN
+$3.21M
5
SCHW icon
Charles Schwab
SCHW
+$3.18M

Top Sells

1
+$7.2M
2
+$5.44M
3
+$4.37M
4
GM icon
General Motors
GM
+$3.68M
5
FISV
Fiserv Inc
FISV
+$3.58M

Sector Composition

1 Technology 35.98%
2 Consumer Discretionary 12.52%
3 Healthcare 11.1%
4 Communication Services 10.99%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$224K 0.01%
6,299
577
$224K 0.01%
+2,343
578
$224K 0.01%
3,218
579
$223K 0.01%
2,860
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$223K 0.01%
262
581
$223K 0.01%
2,077
-142
582
$223K 0.01%
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583
$222K 0.01%
4,519
584
$222K 0.01%
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585
$222K 0.01%
1,415
-114
586
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9,212
-696
587
$221K 0.01%
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588
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589
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590
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+2,255
591
$219K 0.01%
4,789
592
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593
$218K 0.01%
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-97
594
$218K 0.01%
1,606
595
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596
$217K 0.01%
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597
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+1,873
598
$217K 0.01%
4,895
599
$216K 0.01%
+7,262
600
$215K 0.01%
510
-20
22 23
24
25 26