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
$4.02B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.9M
3
+$17.9M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1
+$40.1M
2
+$33.5M
3
+$23.7M
4
CSCO icon
Cisco
CSCO
+$15.8M
5
TSLA icon
Tesla
TSLA
+$15.6M

Sector Composition

1 Technology 42.45%
2 Consumer Discretionary 12.54%
3 Communication Services 12.4%
4 Healthcare 7.39%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.3M 0.38%
86,196
-6,784
52
$15.2M 0.38%
244,673
+30,693
53
$15.2M 0.38%
43,205
+15,958
54
$15.1M 0.37%
72,423
-585
55
$15M 0.37%
30,964
-250
56
$15M 0.37%
46,237
+28,637
57
$14.9M 0.37%
44,574
+7,598
58
$14.5M 0.36%
25,284
+5,667
59
$14.4M 0.36%
63,944
60
$14.4M 0.36%
159,095
+3,900
61
$14.4M 0.36%
155,582
-3,867
62
$14.3M 0.36%
85,517
-18,806
63
$13.8M 0.34%
78,072
-7,047
64
$13.8M 0.34%
17,821
+1,032
65
$13.7M 0.34%
153,819
-30,056
66
$13.6M 0.34%
19,025
-180
67
$13.5M 0.34%
61,242
-98
68
$13.4M 0.33%
185,996
+18,906
69
$13.4M 0.33%
63,000
-426
70
$13.4M 0.33%
134,471
-9,267
71
$13.3M 0.33%
119,643
+25,808
72
$13.2M 0.33%
38,550
+1,347
73
$13M 0.32%
143,938
-13,197
74
$13M 0.32%
125,501
+70,001
75
$12.9M 0.32%
35,003
+8,305
1 2
3
4 5