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
51
$4.99M 0.36%
15,768
-9,406
52
$4.91M 0.36%
30,441
-619
53
$4.79M 0.35%
20,828
-375
54
$4.75M 0.34%
99,465
+9,169
55
$4.75M 0.34%
18,163
-2,043
56
$4.52M 0.33%
93,475
-10,319
57
$4.51M 0.33%
3,353
-545
58
$4.4M 0.32%
96,147
-2,417
59
$4.38M 0.32%
206,400
-78,172
60
$4.29M 0.31%
124,378
-30,500
61
$4.18M 0.3%
91,922
+2,433
62
$4.12M 0.3%
8,438
-165
63
$4.12M 0.3%
97,871
-612
64
$4.11M 0.3%
53,984
+1,000
65
$4.11M 0.3%
31,341
-2,189
66
$4M 0.29%
90,336
+5,201
67
$3.87M 0.28%
42,224
-15,400
68
$3.83M 0.28%
229,599
-371,875
69
$3.78M 0.27%
26,717
+16,062
70
$3.73M 0.27%
14,021
-165
71
$3.67M 0.27%
107,328
+102,100
72
$3.59M 0.26%
188,160
-212,403
73
$3.53M 0.26%
19,616
-187
74
$3.53M 0.26%
189,659
-48,200
75
$3.51M 0.25%
47,927
-227
1 2
3
4 5