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
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.5M
3
+$3.01M
4
EXC icon
Exelon
EXC
+$2.63M
5
UNH icon
UnitedHealth
UNH
+$2.45M

Top Sells

1
+$123M
2
+$43.8M
3
+$22.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.8M
5
AMZN icon
Amazon
AMZN
+$10.3M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$75K 0.01%
33,193
602
$74K 0.01%
10,422
603
$74K 0.01%
11,778
604
$74K 0.01%
11,366
-262
605
$71K 0.01%
21,687
-6,400
606
$70K 0.01%
13,127
607
$69K 0.01%
13,053
608
$67K ﹤0.01%
18,017
609
$65K ﹤0.01%
12,947
-854
610
$65K ﹤0.01%
10,305
611
$55K ﹤0.01%
15,114
-1,686
612
$55K ﹤0.01%
+8,400
613
$55K ﹤0.01%
10,273
614
$54K ﹤0.01%
11,248
-1,013
615
$43K ﹤0.01%
11,415
616
$43K ﹤0.01%
7,001
+2,378
617
$43K ﹤0.01%
18,656
618
$41K ﹤0.01%
1,205
619
$41K ﹤0.01%
35,502
620
$39K ﹤0.01%
18,783
621
$37K ﹤0.01%
11,035
622
$36K ﹤0.01%
10,057
623
$35K ﹤0.01%
11,197
624
$34K ﹤0.01%
10,000
625
$31K ﹤0.01%
+10,265
23 24
25
26 27