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
101
$3.17M 0.19%
78,452
+15,400
102
$3.14M 0.19%
7,046
-400
103
$3.09M 0.18%
8,123
104
$3.06M 0.18%
57,995
105
$3.03M 0.18%
51,543
-14,196
106
$3.02M 0.18%
33,774
107
$3M 0.18%
108,370
-74,900
108
$2.98M 0.18%
325,882
+2,000
109
$2.95M 0.17%
45,414
-5,000
110
$2.94M 0.17%
581,366
+88,838
111
$2.9M 0.17%
48,151
-6,300
112
$2.89M 0.17%
49,841
113
$2.87M 0.17%
29,362
-2,600
114
$2.82M 0.17%
9,514
-16,073
115
$2.81M 0.17%
38,158
116
$2.78M 0.16%
63,208
117
$2.78M 0.16%
99,566
-13,700
118
$2.77M 0.16%
50,892
119
$2.75M 0.16%
25,250
-3,700
120
$2.74M 0.16%
18,572
-1,700
121
$2.73M 0.16%
45,444
-4,799
122
$2.68M 0.16%
100,800
-15,000
123
$2.67M 0.16%
33,658
+29,900
124
$2.65M 0.16%
20,346
+500
125
$2.62M 0.15%
90,300
-12,200
3 4
5
6 7