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
$2.86B
AUM Growth
+$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$31M
3
+$28.2M
4
PEP icon
PepsiCo
PEP
+$18.7M
5
INTC icon
Intel
INTC
+$18.2M

Top Sells

1
+$8.73M
2
+$7.08M
3
+$6.56M
4
FI icon
Fiserv
FI
+$5.99M
5
WORK
Slack Technologies, Inc.
WORK
+$5.32M

Sector Composition

1 Technology 38.4%
2 Consumer Discretionary 10.54%
3 Communication Services 10.54%
4 Healthcare 9.4%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$201K 0.01%
+758
777
$201K 0.01%
725
-35
778
$201K 0.01%
342
779
$200K 0.01%
+2,858
780
$184K 0.01%
10,068
781
$183K 0.01%
15,519
782
$180K 0.01%
14,500
783
$180K 0.01%
38,772
784
$171K 0.01%
15,491
+2,505
785
$165K 0.01%
11,242
786
$165K 0.01%
14,668
787
$164K 0.01%
18,176
788
$154K 0.01%
14,947
789
$151K 0.01%
10,555
790
$147K 0.01%
11,409
791
$144K 0.01%
17,640
792
$138K ﹤0.01%
13,438
793
$124K ﹤0.01%
11,791
794
$120K ﹤0.01%
10,244
-901
795
$117K ﹤0.01%
6,543
796
$109K ﹤0.01%
12,121
797
$107K ﹤0.01%
14,456
798
$101K ﹤0.01%
30,327
799
$89K ﹤0.01%
12,535
800
$75K ﹤0.01%
15,727
-1,313
30 31
32
33 34