SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$257K 0.02%
1,785
602
$257K 0.02%
2,515
-209
603
$256K 0.02%
3,235
604
$255K 0.02%
3,805
-275
605
$254K 0.02%
6,892
-457
606
$254K 0.02%
1,035
-11,500
607
$253K 0.01%
13,043
-993
608
$253K 0.01%
2,431
-187
609
$252K 0.01%
3,361
-279
610
$252K 0.01%
4,962
611
$251K 0.01%
4,368
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612
$251K 0.01%
4,730
613
$251K 0.01%
2,668
614
$251K 0.01%
11,194
615
$250K 0.01%
6,759
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616
$249K 0.01%
21,639
-1,213
617
$249K 0.01%
2,527
618
$249K 0.01%
5,376
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$248K 0.01%
9,232
620
$248K 0.01%
7,041
+1,115
621
$248K 0.01%
5,484
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622
$248K 0.01%
1,611
-130
623
$247K 0.01%
3,043
-212
624
$247K 0.01%
694
625
$247K 0.01%
7,958
23 24
25
26 27