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
$2.1B
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
FISV
Fiserv Inc
FISV
+$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
126
$3.97M 0.19%
64,126
+15,000
127
$3.9M 0.19%
389,700
-70,300
128
$3.9M 0.19%
21,018
-1,028
129
$3.84M 0.18%
4,634
-104
130
$3.8M 0.18%
101,393
+2,173
131
$3.79M 0.18%
33,804
132
$3.79M 0.18%
20,276
133
$3.79M 0.18%
39,705
+30,872
134
$3.76M 0.18%
46,734
-12,700
135
$3.72M 0.18%
66,500
-1,800
136
$3.7M 0.18%
38,168
-108
137
$3.69M 0.18%
110,739
-115
138
$3.68M 0.18%
83,957
-10,891
139
$3.59M 0.17%
24,363
140
$3.56M 0.17%
52,312
-18,000
141
$3.5M 0.17%
33,338
+1,062
142
$3.48M 0.17%
317,900
+2,531
143
$3.48M 0.17%
54,396
+1,041
144
$3.45M 0.16%
14,933
-5,071
145
$3.42M 0.16%
29,564
+1,462
146
$3.4M 0.16%
22,921
-6,304
147
$3.27M 0.16%
36,224
+10,404
148
$3.22M 0.15%
57,241
-28,825
149
$3.18M 0.15%
52,174
150
$3.16M 0.15%
30,568
4 5
6
7 8