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
$2.1B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.5M
3
+$3.43M
4
AMZN icon
Amazon
AMZN
+$3.21M
5
SCHW icon
Charles Schwab
SCHW
+$3.18M

Top Sells

1
+$7.2M
2
+$5.44M
3
+$4.37M
4
GM icon
General Motors
GM
+$3.68M
5
FI icon
Fiserv
FI
+$3.58M

Sector Composition

1 Technology 35.98%
2 Consumer Discretionary 12.52%
3 Healthcare 11.1%
4 Communication Services 10.99%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.5M 0.36%
27,025
-2,900
77
$7.47M 0.36%
71,511
+168
78
$7.27M 0.35%
25,102
+344
79
$7.15M 0.34%
130,360
-299
80
$7.14M 0.34%
309,733
-25,664
81
$7.01M 0.33%
10,171
+218
82
$6.63M 0.32%
151,469
-1,312
83
$6.57M 0.31%
176,400
-23,600
84
$6.46M 0.31%
22,718
-107
85
$6.43M 0.31%
47,482
+6,852
86
$6.22M 0.3%
23,312
+4,956
87
$6.18M 0.29%
125,855
-1,245
88
$6.15M 0.29%
63,573
-412
89
$5.87M 0.28%
124,531
+47,594
90
$5.71M 0.27%
59,319
+21,059
91
$5.64M 0.27%
229,165
-9,525
92
$5.63M 0.27%
188,200
+14,200
93
$5.62M 0.27%
39,101
+13,600
94
$5.61M 0.27%
73,736
-2,700
95
$5.48M 0.26%
144,395
+201
96
$5.45M 0.26%
73,343
+1,304
97
$5.42M 0.26%
203,357
-3,852
98
$5.25M 0.25%
63,210
+31,312
99
$5.23M 0.25%
104,413
-2,133
100
$5.1M 0.24%
42,146
+20,300
2 3
4
5 6