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
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.7M 0.45%
42,771
-4,245
52
$7.4M 0.44%
17,966
-3,548
53
$7.03M 0.41%
94,609
+78,742
54
$6.9M 0.41%
57,309
+4,000
55
$6.8M 0.4%
123,004
-16,496
56
$6.71M 0.4%
124,167
+59,914
57
$6.69M 0.4%
67,416
-7,429
58
$6.08M 0.36%
56,010
+8,874
59
$6.01M 0.36%
37,265
-4,215
60
$6.01M 0.35%
109,083
+90,300
61
$5.86M 0.35%
22,025
-3,353
62
$5.62M 0.33%
142,006
+26,295
63
$5.56M 0.33%
32,337
-25,000
64
$5.37M 0.32%
68,206
-6,186
65
$5.22M 0.31%
+57,100
66
$5.13M 0.3%
41,225
-4,387
67
$5.02M 0.3%
20,215
+1,042
68
$4.98M 0.29%
62,043
-86
69
$4.94M 0.29%
69,310
-3,401
70
$4.93M 0.29%
47,632
+9,207
71
$4.76M 0.28%
68,982
+29,500
72
$4.6M 0.27%
237,859
-890
73
$4.46M 0.26%
47,227
74
$4.45M 0.26%
26,313
75
$4.38M 0.26%
102,197
-16,182
1 2
3
4 5