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
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.5M
3
+$3.01M
4
EXC icon
Exelon
EXC
+$2.63M
5
UNH icon
UnitedHealth
UNH
+$2.45M

Top Sells

1
+$123M
2
+$43.8M
3
+$22.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.8M
5
AMZN icon
Amazon
AMZN
+$10.3M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-4,198
702
– –
-7,473
703
– –
-2,323
704
– –
-2,970
705
– –
-9,847
706
– –
-74,988
707
– –
-3,600
708
– –
-2,434
709
– –
-2,305
710
– –
-1,376
711
– –
-3,144
712
– –
-6,111
713
– –
-2,632
714
– –
-8,539
715
– –
-1,378
716
– –
-2,896
717
– –
-5,404
718
– –
-7,071
719
– –
-2,831
720
– –
-12,252
721
– –
-332
722
– –
-65,000
723
– –
-28,291
724
– –
-11,218
725
– –
-23,938
27 28
29
30 31