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
626
$29K ﹤0.01%
12,375
627
$27K ﹤0.01%
11,401
628
$24K ﹤0.01%
10,511
629
$21K ﹤0.01%
12,637
630
$19K ﹤0.01%
3,419
-158
631
$17K ﹤0.01%
11,397
632
$13K ﹤0.01%
10,201
-1,406
633
$13K ﹤0.01%
1,864
-3,086
634
$13K ﹤0.01%
1,854
635
$12K ﹤0.01%
590
-74
636
$11K ﹤0.01%
31,537
637
$9K ﹤0.01%
24,739
+5,648
638
$8K ﹤0.01%
17,720
-742
639
$8K ﹤0.01%
42,629
-3,802
640
$7K ﹤0.01%
21,274
641
$6K ﹤0.01%
770
642
$6K ﹤0.01%
12,514
-2,664
643
$6K ﹤0.01%
24,763
-140
644
$4K ﹤0.01%
12,600
645
$3K ﹤0.01%
16,968
646
– –
-2,403
647
– –
-2,839
648
– –
-4,309
649
– –
-1,429
650
– –
-1,659
24 25
26
27 28