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
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.37M 0.26%
39,106
-2,800
77
$4.35M 0.26%
14,706
-1,372
78
$4.34M 0.26%
270,525
-19,950
79
$4.27M 0.25%
20,520
80
$4.27M 0.25%
149,368
-32,712
81
$4.13M 0.24%
31,880
-700
82
$4.07M 0.24%
87,468
-4,832
83
$3.95M 0.23%
104,048
-2,336
84
$3.93M 0.23%
16,896
-3,770
85
$3.88M 0.23%
93,027
86
$3.87M 0.23%
27,841
-17,845
87
$3.87M 0.23%
18,669
88
$3.84M 0.23%
22,686
-3,366
89
$3.81M 0.23%
19,682
90
$3.75M 0.22%
80,409
+30,600
91
$3.75M 0.22%
50,454
+525
92
$3.67M 0.22%
82,578
+1,186
93
$3.64M 0.21%
135,000
94
$3.58M 0.21%
67,671
-5,400
95
$3.44M 0.2%
31,273
-4,700
96
$3.42M 0.2%
28,902
-600
97
$3.27M 0.19%
30,119
-43,600
98
$3.18M 0.19%
66,661
-6,052
99
$3.17M 0.19%
28,811
-10,500
100
$3.17M 0.19%
137,080
-21,000
2 3
4
5 6