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
701
$193K ﹤0.01%
11,494
702
$192K ﹤0.01%
12,715
-1,162
703
$184K ﹤0.01%
10,878
704
$180K ﹤0.01%
19,158
705
$157K ﹤0.01%
13,285
706
$155K ﹤0.01%
15,586
707
$153K ﹤0.01%
16,910
708
$152K ﹤0.01%
10,170
-735
709
$147K ﹤0.01%
16,171
-2,273
710
$144K ﹤0.01%
13,629
711
$129K ﹤0.01%
52,979
-22,136
712
$129K ﹤0.01%
11,988
713
$126K ﹤0.01%
15,534
-2,567
714
$118K ﹤0.01%
11,227
715
$118K ﹤0.01%
16,872
-1,434
716
$116K ﹤0.01%
14,280
717
$106K ﹤0.01%
12,876
718
$100K ﹤0.01%
14,410
719
$98.4K ﹤0.01%
10,544
720
$96.6K ﹤0.01%
10,738
-1,384
721
$92.6K ﹤0.01%
23,434
-2,907
722
$91.6K ﹤0.01%
11,648
-3,873
723
$62.4K ﹤0.01%
17,097
724
– –
-1,432
725
– –
-14,727
27 28
29
30 31