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
126
$5.39M 0.2%
108,848
-33,490
127
$5.31M 0.19%
63,995
-358
128
$5.31M 0.19%
20,651
+3,488
129
$5.31M 0.19%
16,365
-1,200
130
$5.26M 0.19%
71,258
-72,000
131
$5.18M 0.19%
76,668
-256
132
$5.17M 0.19%
25,272
+5,976
133
$5.13M 0.19%
105,648
+42,201
134
$5.13M 0.19%
13,297
+2,945
135
$5.12M 0.19%
2,015
136
$5.11M 0.19%
94,397
+24,190
137
$5.03M 0.18%
24,314
+5,164
138
$5.01M 0.18%
70,676
+33,100
139
$5M 0.18%
240,230
-95,800
140
$4.93M 0.18%
196,961
-877
141
$4.89M 0.18%
22,747
+4,261
142
$4.87M 0.18%
154,224
+33,836
143
$4.85M 0.18%
141,219
-634
144
$4.75M 0.17%
34,112
-1,800
145
$4.69M 0.17%
43,701
-1,299
146
$4.66M 0.17%
40,442
+8,688
147
$4.62M 0.17%
50,713
-30
148
$4.57M 0.17%
120,977
+23,968
149
$4.56M 0.17%
47,048
150
$4.53M 0.17%
134,656
+29,572
4 5
6
7 8