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
$1.74B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$49.5M
3
+$40.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$8.04M

Top Sells

1
+$11.5M
2
+$8.43M
3
+$3.23M
4
V icon
Visa
V
+$3.23M
5
ADBE icon
Adobe
ADBE
+$2.61M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.7%
3 Consumer Discretionary 11.01%
4 Healthcare 10.27%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$121K 0.01%
13,550
-956
627
$121K 0.01%
12,676
628
$120K 0.01%
11,500
629
$114K 0.01%
2,229
-323
630
$106K 0.01%
+10,834
631
$106K 0.01%
11,600
-6,200
632
$100K 0.01%
12,024
-923
633
$99K 0.01%
8,400
634
$97K 0.01%
11,242
-1,885
635
$95K 0.01%
4,023
-863
636
$89K ﹤0.01%
16,001
-3,431
637
$88K ﹤0.01%
17,306
-1,477
638
$84K ﹤0.01%
14,947
-3,709
639
$82K ﹤0.01%
14,738
-2,698
640
$77K ﹤0.01%
33,193
641
$75K ﹤0.01%
17,040
+1,926
642
$74K ﹤0.01%
10,245
-1,533
643
$74K ﹤0.01%
10,555
644
$70K ﹤0.01%
30,327
-3,210
645
$68K ﹤0.01%
6,543
-458
646
$65K ﹤0.01%
35,502
647
$64K ﹤0.01%
10,456
-2,597
648
$50K ﹤0.01%
10,000
649
$50K ﹤0.01%
14,456
-3,561
650
$48K ﹤0.01%
13,934
+1,559
24 25
26
27 28