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
$1.74B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$49.5M
3
+$40.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$8.04M

Top Sells

1
+$11.5M
2
+$8.43M
3
+$3.23M
4
V icon
Visa
V
+$3.23M
5
ADBE icon
Adobe
ADBE
+$2.61M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.7%
3 Consumer Discretionary 11.01%
4 Healthcare 10.27%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.99M 0.38%
58,242
+21,578
52
$6.93M 0.38%
46,547
-88
53
$6.84M 0.38%
71,816
-2,885
54
$6.77M 0.37%
65,042
55
$6.76M 0.37%
48,041
+16,700
56
$6.61M 0.36%
147,721
-15,600
57
$6.37M 0.35%
112,268
+12,803
58
$6.33M 0.35%
21,812
+234
59
$6.3M 0.35%
21,350
+1,100
60
$6.16M 0.34%
20,782
-46
61
$5.93M 0.33%
116,004
-281
62
$5.47M 0.3%
55,670
+1,686
63
$5.32M 0.29%
3,340
-13
64
$5.3M 0.29%
88,864
-1,730
65
$5.26M 0.29%
8,438
66
$5.1M 0.28%
34,478
+7,761
67
$5.09M 0.28%
96,681
+4,759
68
$5.09M 0.28%
88,213
-5,262
69
$5.05M 0.28%
14,021
70
$5.03M 0.28%
97,571
-300
71
$5.03M 0.28%
48,333
+406
72
$4.95M 0.27%
208,600
+2,200
73
$4.95M 0.27%
67,117
+30,706
74
$4.91M 0.27%
16,612
+10,000
75
$4.91M 0.27%
151,800
+9,000
1 2
3
4 5