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
$2.1B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.5M
3
+$3.43M
4
AMZN icon
Amazon
AMZN
+$3.21M
5
SCHW icon
Charles Schwab
SCHW
+$3.18M

Top Sells

1
+$7.2M
2
+$5.44M
3
+$4.37M
4
GM icon
General Motors
GM
+$3.68M
5
FISV
Fiserv Inc
FISV
+$3.58M

Sector Composition

1 Technology 35.98%
2 Consumer Discretionary 12.52%
3 Healthcare 11.1%
4 Communication Services 10.99%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$215K 0.01%
+1,539
602
$214K 0.01%
4,190
-228
603
$214K 0.01%
1,490
604
$214K 0.01%
5,074
605
$213K 0.01%
16,627
606
$213K 0.01%
2,800
607
$213K 0.01%
+865
608
$212K 0.01%
10,834
609
$211K 0.01%
1,931
610
$211K 0.01%
2,454
611
$210K 0.01%
1,392
-95
612
$210K 0.01%
3,052
613
$210K 0.01%
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614
$210K 0.01%
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615
$209K 0.01%
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616
$209K 0.01%
3,540
-277
617
$208K 0.01%
8,419
618
$208K 0.01%
+2,814
619
$208K 0.01%
1,146
620
$208K 0.01%
+1,177
621
$207K 0.01%
5,929
622
$207K 0.01%
17,881
623
$207K 0.01%
941
624
$207K 0.01%
3,211
625
$207K 0.01%
+946
23 24
25
26 27