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
101
$4.92M 0.23%
35,115
+4,910
102
$4.88M 0.23%
104,190
-2,550
103
$4.83M 0.23%
14,217
-6,064
104
$4.81M 0.23%
192,978
+140,400
105
$4.78M 0.23%
90,000
106
$4.76M 0.23%
14,728
+6,340
107
$4.71M 0.22%
22,359
+514
108
$4.63M 0.22%
129,386
+7,616
109
$4.59M 0.22%
23,585
-4,724
110
$4.58M 0.22%
35,183
+10,000
111
$4.51M 0.21%
162,652
-33,400
112
$4.5M 0.21%
14,841
-937
113
$4.47M 0.21%
80,192
+31,500
114
$4.4M 0.21%
14,412
+320
115
$4.36M 0.21%
1,832
-168
116
$4.34M 0.21%
25,144
+5,500
117
$4.3M 0.2%
73,583
118
$4.27M 0.2%
52,134
+1,296
119
$4.23M 0.2%
25,859
120
$4.17M 0.2%
63,221
+3,700
121
$4.16M 0.2%
48,170
+1,537
122
$4.1M 0.2%
101,994
-2,857
123
$4.05M 0.19%
13,397
-775
124
$4.04M 0.19%
28,837
-2,863
125
$4.02M 0.19%
18,955
+1,437
3 4
5
6 7