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
$4.02B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.9M
3
+$17.9M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$40.1M
2
+$33.5M
3
+$23.7M
4
CSCO icon
Cisco
CSCO
+$15.8M
5
TSLA icon
Tesla
TSLA
+$15.6M

Sector Composition

1 Technology 42.45%
2 Consumer Discretionary 12.54%
3 Communication Services 12.4%
4 Healthcare 7.39%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$221K 0.01%
2,387
-162
652
$220K 0.01%
4,760
653
$220K 0.01%
2,273
-150
654
$220K 0.01%
+1,417
655
$219K 0.01%
+7,938
656
$218K 0.01%
2,836
-208
657
$218K 0.01%
2,330
-174
658
$217K 0.01%
1,635
659
$216K 0.01%
2,830
660
$216K 0.01%
1,933
-121
661
$215K 0.01%
511
-74
662
$215K 0.01%
6,878
663
$215K 0.01%
10,224
+156
664
$215K 0.01%
1,408
665
$215K 0.01%
4,332
-242
666
$215K 0.01%
+2,460
667
$215K 0.01%
+2,558
668
$214K 0.01%
40,269
-5,186
669
$214K 0.01%
7,906
-592
670
$212K 0.01%
14,547
-1,091
671
$212K 0.01%
2,297
672
$212K 0.01%
5,801
-487
673
$211K 0.01%
6,646
-471
674
$210K 0.01%
853
675
$210K 0.01%
7,435
-41
25 26
27
28 29