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
$4.02B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.9M
3
+$17.9M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$40.1M
2
+$33.5M
3
+$23.7M
4
CSCO icon
Cisco
CSCO
+$15.8M
5
TSLA icon
Tesla
TSLA
+$15.6M

Sector Composition

1 Technology 42.45%
2 Consumer Discretionary 12.54%
3 Communication Services 12.4%
4 Healthcare 7.39%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$253K 0.01%
1,990
577
$252K 0.01%
3,403
-186
578
$251K 0.01%
4,619
579
$250K 0.01%
1,002
-91
580
$250K 0.01%
2,286
581
$250K 0.01%
8,322
-1,211
582
$249K 0.01%
1,902
-97
583
$249K 0.01%
8,674
-466
584
$249K 0.01%
2,948
585
$249K 0.01%
2,281
586
$248K 0.01%
1,581
-220
587
$247K 0.01%
2,918
+45
588
$246K 0.01%
1,365
589
$246K 0.01%
4,373
-253
590
$245K 0.01%
2,817
591
$245K 0.01%
2,237
-157
592
$244K 0.01%
+12,108
593
$244K 0.01%
2,567
594
$244K 0.01%
2,356
-147
595
$244K 0.01%
2,304
-150
596
$243K 0.01%
1,210
597
$243K 0.01%
6,765
598
$242K 0.01%
3,883
-321
599
$242K 0.01%
2,518
-177
600
$242K 0.01%
7,147
22 23
24
25 26