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
$2.86B
AUM Growth
+$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$31M
3
+$28.2M
4
PEP icon
PepsiCo
PEP
+$18.7M
5
INTC icon
Intel
INTC
+$18.2M

Top Sells

1
+$8.73M
2
+$7.08M
3
+$6.56M
4
FISV
Fiserv Inc
FISV
+$5.99M
5
WORK
Slack Technologies, Inc.
WORK
+$5.32M

Sector Composition

1 Technology 38.4%
2 Consumer Discretionary 10.54%
3 Communication Services 10.54%
4 Healthcare 9.4%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$270K 0.01%
+2,560
602
$269K 0.01%
6,373
-243
603
$269K 0.01%
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604
$267K 0.01%
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605
$267K 0.01%
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606
$266K 0.01%
1,475
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607
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608
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8,514
609
$265K 0.01%
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610
$263K 0.01%
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611
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612
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613
$262K 0.01%
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615
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616
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617
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$260K 0.01%
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623
$259K 0.01%
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624
$257K 0.01%
3,878
625
$254K 0.01%
3,680
23 24
25
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