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
101
$2.74M 0.2%
72,435
+28,254
102
$2.74M 0.2%
27,336
-478
103
$2.73M 0.2%
45,231
+1,017
104
$2.67M 0.19%
36,411
-20,642
105
$2.66M 0.19%
120,966
-10,894
106
$2.66M 0.19%
17,337
107
$2.63M 0.19%
14,866
108
$2.57M 0.19%
15,749
109
$2.54M 0.18%
29,255
-604
110
$2.45M 0.18%
13,113
-9,524
111
$2.43M 0.18%
210,128
+103,225
112
$2.38M 0.17%
84,482
-2,108
113
$2.37M 0.17%
48,537
+5,374
114
$2.35M 0.17%
26,231
-270
115
$2.34M 0.17%
68,746
116
$2.33M 0.17%
94,014
-2,652
117
$2.26M 0.16%
75,151
-4,948
118
$2.25M 0.16%
18,527
+15,933
119
$2.23M 0.16%
72,328
-6,200
120
$2.17M 0.16%
32,651
-5,008
121
$2.15M 0.16%
+86,616
122
$2.14M 0.16%
87,693
+300
123
$2.14M 0.15%
18,415
124
$2.07M 0.15%
63,112
-96
125
$2.05M 0.15%
44,135
-908
3 4
5
6 7