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
$2.1B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.5M
3
+$3.43M
4
AMZN icon
Amazon
AMZN
+$3.21M
5
SCHW icon
Charles Schwab
SCHW
+$3.18M

Top Sells

1
+$7.2M
2
+$5.44M
3
+$4.37M
4
GM icon
General Motors
GM
+$3.68M
5
FI icon
Fiserv
FI
+$3.58M

Sector Composition

1 Technology 35.98%
2 Consumer Discretionary 12.52%
3 Healthcare 11.1%
4 Communication Services 10.99%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.76M 0.46%
154,111
-141
52
$9.73M 0.46%
83,728
-1,799
53
$9.6M 0.46%
109,935
-8,572
54
$9.56M 0.45%
66,536
-3,005
55
$9.55M 0.45%
141,458
+8,900
56
$9.15M 0.43%
18,109
-3,784
57
$9.03M 0.43%
235,881
+8,306
58
$8.96M 0.43%
168,278
+19,603
59
$8.89M 0.42%
39,285
-47
60
$8.87M 0.42%
47,336
+493
61
$8.87M 0.42%
203,972
+11,866
62
$8.62M 0.41%
131,850
-18,150
63
$8.54M 0.41%
152,524
-2,200
64
$8.42M 0.4%
60,440
-780
65
$8.28M 0.39%
62,562
-4,678
66
$8.24M 0.39%
61,413
-2
67
$8.22M 0.39%
5,001
-31
68
$8.19M 0.39%
534,149
+155,000
69
$8.19M 0.39%
222,567
-9,506
70
$8.19M 0.39%
271,065
+39,604
71
$8.18M 0.39%
115,058
+18,640
72
$8.12M 0.39%
68,327
-6,415
73
$7.75M 0.37%
82,129
+2,450
74
$7.73M 0.37%
18,615
-6,348
75
$7.73M 0.37%
125,283
-116,775
1 2
3
4 5