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
101
$9.97M 0.25%
165,381
+2,500
102
$9.69M 0.24%
135,120
-217
103
$9.57M 0.24%
72,901
+7,098
104
$9.54M 0.24%
52,203
-1,028
105
$9.24M 0.23%
61,818
-14,900
106
$9.11M 0.23%
426,691
+136,000
107
$9.08M 0.23%
8,563
-2,622
108
$9.06M 0.23%
44,901
109
$9.05M 0.23%
128,871
-31,859
110
$9.02M 0.22%
37,079
-1,684
111
$9.02M 0.22%
37,443
-64
112
$8.76M 0.22%
60,561
-352
113
$8.7M 0.22%
151,581
+30,023
114
$8.65M 0.22%
73,608
+20,000
115
$8.6M 0.21%
12,402
+177
116
$8.42M 0.21%
98,690
+20
117
$8.33M 0.21%
365,753
-302
118
$7.96M 0.2%
32,218
-13,000
119
$7.95M 0.2%
26,889
-414
120
$7.92M 0.2%
116,002
-213
121
$7.81M 0.19%
242,111
-4,367
122
$7.76M 0.19%
18,324
+4,500
123
$7.72M 0.19%
79,567
-1,964
124
$7.62M 0.19%
76,873
+683
125
$7.41M 0.18%
67,056
+17,600