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
126
$2.61M 0.15%
30,332
127
$2.59M 0.15%
25,318
+700
128
$2.54M 0.15%
87,671
-6,500
129
$2.53M 0.15%
51,225
+4,625
130
$2.47M 0.15%
57,924
131
$2.45M 0.14%
8,837
-1,400
132
$2.44M 0.14%
50,000
133
$2.43M 0.14%
14,308
134
$2.42M 0.14%
18,637
135
$2.42M 0.14%
58,819
-597
136
$2.39M 0.14%
10,284
137
$2.38M 0.14%
35,440
-4,800
138
$2.34M 0.14%
140,000
139
$2.33M 0.14%
28,324
140
$2.26M 0.13%
19,829
-2,500
141
$2.21M 0.13%
35,375
-3,630
142
$2.2M 0.13%
21,444
-2,900
143
$2.19M 0.13%
40,701
144
$2.19M 0.13%
13,845
-1,700
145
$2.17M 0.13%
19,363
-1,000
146
$2.16M 0.13%
27,255
-2,500
147
$2.16M 0.13%
13,535
-1,400
148
$2.13M 0.13%
45,954
-6,400
149
$2.11M 0.12%
3,829
150
$2.11M 0.12%
10,940
-1,500
4 5
6
7 8