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
$2.72B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.11M
3
+$6.86M
4
TMUS icon
T-Mobile US
TMUS
+$5.97M
5
PEP icon
PepsiCo
PEP
+$5.95M

Top Sells

1
+$33.3M
2
+$30.5M
3
+$16.2M
4
COP icon
ConocoPhillips
COP
+$14.5M
5
TSLA icon
Tesla
TSLA
+$13.2M

Sector Composition

1 Technology 36.79%
2 Communication Services 11.51%
3 Consumer Discretionary 11.23%
4 Healthcare 10.04%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.41M 0.31%
218,204
-12,690
77
$8.26M 0.3%
301,191
-11,887
78
$8.13M 0.3%
69,392
+15,854
79
$8.04M 0.29%
36,386
80
$8.02M 0.29%
74,120
-30,000
81
$7.88M 0.29%
17,161
+3,667
82
$7.85M 0.29%
370,132
+5,232
83
$7.82M 0.29%
134,806
-2,198
84
$7.78M 0.28%
49,895
+10,800
85
$7.72M 0.28%
147,838
-20,000
86
$7.47M 0.27%
133,365
-899
87
$7.42M 0.27%
16,862
+3,633
88
$7.39M 0.27%
33,583
-5,640
89
$7.38M 0.27%
52,606
+3,898
90
$7.37M 0.27%
269,188
+10,404
91
$7.3M 0.27%
104,437
-20,000
92
$7.26M 0.27%
26,584
+11,668
93
$7.19M 0.26%
233,937
+49,054
94
$7.16M 0.26%
476,464
-81,143
95
$7.15M 0.26%
15,584
+3,309
96
$7.01M 0.26%
18,585
+1,590
97
$6.93M 0.25%
17,494
-19,700
98
$6.79M 0.25%
83,196
-26,398
99
$6.78M 0.25%
5,345
+1,005
100
$6.67M 0.24%
112,169
+53,400
2 3
4
5 6