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
$2.72B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.11M
3
+$6.86M
4
TMUS icon
T-Mobile US
TMUS
+$5.97M
5
PEP icon
PepsiCo
PEP
+$5.95M

Top Sells

1
+$33.3M
2
+$30.5M
3
+$16.2M
4
COP icon
ConocoPhillips
COP
+$14.5M
5
TSLA icon
Tesla
TSLA
+$13.2M

Sector Composition

1 Technology 36.79%
2 Communication Services 11.51%
3 Consumer Discretionary 11.23%
4 Healthcare 10.04%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.4%
35,133
+10,947
52
$10.6M 0.39%
153,404
+32,523
53
$10.5M 0.39%
30,303
+6,534
54
$10.3M 0.38%
164,360
+35,020
55
$10.2M 0.37%
60,671
+7,638
56
$10.2M 0.37%
190,620
+54,300
57
$10.1M 0.37%
57,819
+12,672
58
$10.1M 0.37%
24,699
-1,100
59
$10.1M 0.37%
12,239
+2,720
60
$9.96M 0.36%
117,090
-906
61
$9.93M 0.36%
146,578
+101,335
62
$9.92M 0.36%
66,571
-4,200
63
$9.85M 0.36%
145,155
+25,900
64
$9.85M 0.36%
67,513
-60
65
$9.57M 0.35%
164,149
+77,001
66
$9.46M 0.35%
40,387
+6,572
67
$9.38M 0.34%
83,073
+1,800
68
$9.37M 0.34%
217,470
+25,608
69
$9.31M 0.34%
335,130
+70,410
70
$9.13M 0.33%
281,777
+157,200
71
$9M 0.33%
75,164
-121,138
72
$8.98M 0.33%
103,433
+9,851
73
$8.94M 0.33%
84,447
+25,116
74
$8.84M 0.32%
83,153
+4,200
75
$8.62M 0.32%
24,599
-14,200
1 2
3
4 5