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
126
$2M 0.14%
24,757
+20,600
127
$1.98M 0.14%
66,000
+35,000
128
$1.95M 0.14%
+16,274
129
$1.94M 0.14%
25,953
-535
130
$1.93M 0.14%
66,081
131
$1.91M 0.14%
29,800
-370
132
$1.88M 0.14%
52,038
+2,600
133
$1.86M 0.14%
40,900
-9,100
134
$1.85M 0.13%
27,964
+4,851
135
$1.84M 0.13%
13,238
-107
136
$1.84M 0.13%
14,150
-358
137
$1.84M 0.13%
29,304
+21,000
138
$1.84M 0.13%
91,485
-2,070
139
$1.83M 0.13%
23,427
-23,800
140
$1.79M 0.13%
105,770
-1,000
141
$1.78M 0.13%
3,652
-49
142
$1.77M 0.13%
10,443
-158
143
$1.77M 0.13%
12,253
+43
144
$1.76M 0.13%
29,696
+20,512
145
$1.76M 0.13%
10,184
-9,000
146
$1.76M 0.13%
29,581
147
$1.74M 0.13%
16,858
148
$1.73M 0.13%
49,600
+100
149
$1.72M 0.12%
48,147
+10,100
150
$1.72M 0.12%
10,762
+9,100
4 5
6
7 8