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
701
$226K 0.01%
6,972
702
$225K 0.01%
+3,604
703
$225K 0.01%
+2,358
704
$225K 0.01%
4,783
-133
705
$224K 0.01%
+4,378
706
$224K 0.01%
+2,808
707
$224K 0.01%
2,522
708
$224K 0.01%
13,455
-1,033
709
$224K 0.01%
1,691
710
$223K 0.01%
5,760
711
$223K 0.01%
+7,244
712
$222K 0.01%
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713
$222K 0.01%
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714
$221K 0.01%
+2,926
715
$221K 0.01%
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716
$221K 0.01%
1,146
717
$221K 0.01%
+2,135
718
$221K 0.01%
+3,218
719
$221K 0.01%
11,500
720
$221K 0.01%
+2,395
721
$221K 0.01%
+15,011
722
$220K 0.01%
+7,149
723
$220K 0.01%
+7,582
724
$220K 0.01%
5,951
725
$219K 0.01%
1,845
27 28
29
30 31