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
$2.72B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.11M
3
+$6.86M
4
TMUS icon
T-Mobile US
TMUS
+$5.97M
5
PEP icon
PepsiCo
PEP
+$5.95M

Top Sells

1
+$33.3M
2
+$30.5M
3
+$16.2M
4
COP icon
ConocoPhillips
COP
+$14.5M
5
TSLA icon
Tesla
TSLA
+$13.2M

Sector Composition

1 Technology 36.79%
2 Communication Services 11.51%
3 Consumer Discretionary 11.23%
4 Healthcare 10.04%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$234K 0.01%
3,101
+78
577
$234K 0.01%
+9,471
578
$233K 0.01%
7,527
-262
579
$233K 0.01%
2,485
580
$231K 0.01%
1,004
-122
581
$230K 0.01%
2,869
582
$230K 0.01%
17,472
-1,319
583
$230K 0.01%
+5,795
584
$229K 0.01%
13,816
585
$229K 0.01%
13,720
586
$229K 0.01%
865
587
$229K 0.01%
8,150
588
$228K 0.01%
1,506
589
$228K 0.01%
6,787
590
$227K 0.01%
2,643
591
$225K 0.01%
1,146
592
$225K 0.01%
9,679
-122
593
$225K 0.01%
2,085
594
$225K 0.01%
5,003
595
$225K 0.01%
1,728
596
$225K 0.01%
7,332
597
$225K 0.01%
3,717
-549
598
$224K 0.01%
1,477
599
$224K 0.01%
2,926
-257
600
$224K 0.01%
3,675
22 23
24
25 26