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
$2.86B
AUM Growth
+$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$31M
3
+$28.2M
4
PEP icon
PepsiCo
PEP
+$18.7M
5
INTC icon
Intel
INTC
+$18.2M

Top Sells

1
+$8.73M
2
+$7.08M
3
+$6.56M
4
FISV
Fiserv Inc
FISV
+$5.99M
5
WORK
Slack Technologies, Inc.
WORK
+$5.32M

Sector Composition

1 Technology 38.4%
2 Consumer Discretionary 10.54%
3 Communication Services 10.54%
4 Healthcare 9.4%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$233K 0.01%
3,159
677
$233K 0.01%
+6,057
678
$232K 0.01%
3,443
679
$232K 0.01%
5,154
680
$232K 0.01%
1,161
681
$231K 0.01%
552
682
$231K 0.01%
5,208
683
$230K 0.01%
+8,489
684
$230K 0.01%
16,627
685
$230K 0.01%
12,356
+6,023
686
$230K 0.01%
16,472
+3,029
687
$229K 0.01%
+4,482
688
$229K 0.01%
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689
$229K 0.01%
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690
$229K 0.01%
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691
$229K 0.01%
3,236
692
$229K 0.01%
2,536
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693
$228K 0.01%
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694
$227K 0.01%
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695
$227K 0.01%
17,881
-1,697
696
$227K 0.01%
1,569
697
$227K 0.01%
+3,071
698
$227K 0.01%
+1,013
699
$227K 0.01%
4,474
700
$227K 0.01%
4,938
26 27
28
29 30