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
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.5M
3
+$3.01M
4
EXC icon
Exelon
EXC
+$2.63M
5
UNH icon
UnitedHealth
UNH
+$2.45M

Top Sells

1
+$123M
2
+$43.8M
3
+$22.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.8M
5
AMZN icon
Amazon
AMZN
+$10.3M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.44M 0.25%
36,796
+9,200
77
$3.43M 0.25%
92,896
+33,464
78
$3.43M 0.25%
142,800
+5,940
79
$3.42M 0.25%
23,811
+10,732
80
$3.41M 0.25%
36,664
+6,155
81
$3.38M 0.24%
37,683
-423
82
$3.35M 0.24%
90,594
-6,405
83
$3.28M 0.24%
124,774
+100,146
84
$3.27M 0.24%
17,895
-1,081
85
$3.19M 0.23%
75,845
-5,610
86
$3.18M 0.23%
30,015
+2,008
87
$3.13M 0.23%
32,361
+912
88
$3.13M 0.23%
114,896
-800
89
$3.04M 0.22%
57,662
-49,200
90
$2.93M 0.21%
36,217
+28,201
91
$2.9M 0.21%
93,768
-8,072
92
$2.89M 0.21%
20,820
+3,500
93
$2.86M 0.21%
21,361
-4,400
94
$2.79M 0.2%
14,334
+6,331
95
$2.79M 0.2%
19,306
+13,300
96
$2.77M 0.2%
51,543
+5,401
97
$2.76M 0.2%
17,685
-219
98
$2.76M 0.2%
175,000
+17,000
99
$2.76M 0.2%
68,111
-1,537
100
$2.75M 0.2%
60,359
+23,301
2 3
4
5 6