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
126
$7.26M 0.18%
30,308
-62
127
$7.23M 0.18%
79,494
128
$7.23M 0.18%
54,986
-938
129
$6.95M 0.17%
13,375
-192
130
$6.89M 0.17%
26,719
+700
131
$6.82M 0.17%
65,566
-1,026
132
$6.78M 0.17%
53,773
-141
133
$6.73M 0.17%
90,959
+13,542
134
$6.54M 0.16%
163,059
-13,396
135
$6.5M 0.16%
+22,458
136
$6.5M 0.16%
128,914
-10,867
137
$6.39M 0.16%
28,007
-9,864
138
$6.3M 0.16%
41,656
-588
139
$6.3M 0.16%
44,911
140
$6.16M 0.15%
66,807
-69
141
$6.03M 0.15%
17,592
-653
142
$5.96M 0.15%
36,382
+13,800
143
$5.75M 0.14%
+9,670
144
$5.69M 0.14%
80,779
-91,402
145
$5.64M 0.14%
14,746
-691
146
$5.58M 0.14%
128,555
-1,139
147
$5.41M 0.13%
80,198
+7,370
148
$5.39M 0.13%
167,923
-3,249
149
$5.33M 0.13%
37,275
150
$5.16M 0.13%
66,384
+15
4 5
6
7 8