SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
676
$210K 0.01%
1,034
-81
677
$210K 0.01%
2,105
678
$210K 0.01%
1,355
-103
679
$209K 0.01%
5,707
-477
680
$209K 0.01%
+5,607
681
$209K 0.01%
3,442
-252
682
$208K 0.01%
1,125
-146
683
$208K 0.01%
40,519
-2,877
684
$208K 0.01%
5,925
685
$207K 0.01%
2,892
686
$207K 0.01%
1,267
-78
687
$205K 0.01%
4,721
688
$205K 0.01%
+1,460
689
$205K 0.01%
7,527
690
$204K 0.01%
1,786
-187
691
$204K 0.01%
+1,050
692
$204K 0.01%
3,203
693
$204K 0.01%
+4,800
694
$204K 0.01%
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695
$204K 0.01%
1,808
696
$203K 0.01%
1,540
-9,297
697
$203K 0.01%
2,747
-256
698
$202K 0.01%
+1,556
699
$201K 0.01%
+8,503
700
$201K 0.01%
13,571
-1,049
26 27
28
29 30