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
$4.02B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1 +$25.9M
2 +$21.9M
3 +$17.9M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

1 +$40.1M
2 +$33.5M
3 +$23.7M
4
CSCO icon
Cisco
CSCO
+$15.8M
5
TSLA icon
Tesla
TSLA
+$15.6M

Sector Composition

1 Technology 42.45%
2 Consumer Discretionary 12.54%
3 Communication Services 12.4%
4 Healthcare 7.39%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$12.8M 0.32%
141,804
+11,101
77
$12.6M 0.31%
45,277
-5,027
78
$12.4M 0.31%
34,165
-223
79
$12.3M 0.31%
378,106
+201,260
80
$12.2M 0.3%
608,264
-10,955
81
$12.2M 0.3%
215,184
+105,101
82
$12.1M 0.3%
143,480
+27
83
$11.8M 0.29%
149,880
+33,045
84
$11.8M 0.29%
81,429
+8,921
85
$11.5M 0.29%
38,626
+8,018
86
$11.4M 0.28%
103,186
-1,417
87
$11.3M 0.28%
237,946
+2,000
88
$11M 0.27%
143,357
-13,699
89
$11M 0.27%
139,458
-53,288
90
$10.9M 0.27%
92,016
-8,200
91
$10.8M 0.27%
52,552
-31,569
92
$10.7M 0.27%
173,417
+101,103
93
$10.7M 0.27%
98,394
+5,100
94
$10.7M 0.27%
16,986
-257
95
$10.7M 0.27%
33,708
+562
96
$10.4M 0.26%
198,747
-2,198
97
$10.4M 0.26%
19,780
-88
98
$10.3M 0.26%
6,039
-149
99
$10.2M 0.25%
118,871
+12,400
100
$10.1M 0.25%
345,179
+34,000