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
626
$207K 0.01%
2,090
627
$206K 0.01%
+7,754
628
$206K 0.01%
+1,645
629
$206K 0.01%
9,058
630
$205K 0.01%
14,674
631
$205K 0.01%
2,934
632
$204K 0.01%
+4,692
633
$203K 0.01%
+8,024
634
$203K 0.01%
+2,481
635
$203K 0.01%
+2,357
636
$203K 0.01%
2,687
-163
637
$203K 0.01%
4,449
638
$203K 0.01%
+8,716
639
$202K 0.01%
3,030
-1,477
640
$202K 0.01%
3,367
-104
641
$202K 0.01%
3,369
642
$202K 0.01%
3,327
643
$202K 0.01%
2,324
-438
644
$202K 0.01%
3,158
645
$202K 0.01%
2,395
646
$201K 0.01%
2,652
-158
647
$201K 0.01%
5,793
648
$200K 0.01%
4,204
-246
649
$199K 0.01%
11,573
650
$196K 0.01%
11,696
24 25
26
27 28