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
651
$195K 0.01%
11,390
-815
652
$186K 0.01%
14,231
-562
653
$173K 0.01%
12,629
654
$173K 0.01%
11,481
655
$164K 0.01%
3,590
656
$159K 0.01%
17,306
657
$159K 0.01%
10,236
-1,006
658
$158K 0.01%
+11,308
659
$157K 0.01%
11,960
660
$151K 0.01%
20,127
661
$146K 0.01%
12,535
662
$142K 0.01%
20,391
663
$138K 0.01%
12,264
-896
664
$137K 0.01%
13,550
665
$132K 0.01%
10,182
666
$127K 0.01%
+13,489
667
$124K 0.01%
14,793
668
$118K 0.01%
+11,988
669
$114K 0.01%
32,702
670
$113K 0.01%
17,865
671
$112K 0.01%
16,855
672
$112K 0.01%
37,624
-6,300
673
$103K ﹤0.01%
14,870
674
$101K ﹤0.01%
13,438
675
$93K ﹤0.01%
11,312
25 26
27
28 29