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
101
$6.56M 0.24%
153,702
+56,902
102
$6.54M 0.24%
68,405
-1,800
103
$6.53M 0.24%
31,425
+2,100
104
$6.49M 0.24%
150,168
+100,008
105
$6.47M 0.24%
112,891
+116
106
$6.42M 0.24%
65,425
+16,451
107
$6.39M 0.23%
267,100
108
$6.38M 0.23%
58,510
+26,524
109
$6.34M 0.23%
61,422
+10,760
110
$6.19M 0.23%
10,519
+2,115
111
$6.16M 0.23%
38,112
112
$6.14M 0.23%
82,497
+53,800
113
$6.14M 0.22%
71,621
-5,100
114
$6.12M 0.22%
75,474
-100
115
$5.99M 0.22%
29,971
+7,122
116
$5.98M 0.22%
43,581
+9,932
117
$5.97M 0.22%
86,232
+100
118
$5.96M 0.22%
81,126
+19,723
119
$5.96M 0.22%
108,529
-16,200
120
$5.91M 0.22%
63,537
+10,421
121
$5.83M 0.21%
48,558
+3,302
122
$5.64M 0.21%
54,688
-198
123
$5.61M 0.21%
22,816
124
$5.6M 0.21%
27,791
+3,657
125
$5.47M 0.2%
45,448
+9,804
3 4
5
6 7