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
151
$2.1M 0.12%
9,803
-30
152
$2.09M 0.12%
21,810
-2,200
153
$2.02M 0.12%
+42,740
154
$2M 0.12%
110,000
155
$2M 0.12%
7,366
-900
156
$1.98M 0.12%
18,528
+1,508
157
$1.97M 0.12%
69,648
-8,600
158
$1.96M 0.12%
123,934
159
$1.95M 0.12%
22,029
-4,182
160
$1.94M 0.11%
69,310
-3,401
161
$1.92M 0.11%
22,328
162
$1.92M 0.11%
7,066
163
$1.87M 0.11%
9,936
-1,400
164
$1.87M 0.11%
47,346
-63,600
165
$1.87M 0.11%
64,000
166
$1.86M 0.11%
11,727
+728
167
$1.86M 0.11%
11,076
+200
168
$1.85M 0.11%
27,139
-3,900
169
$1.83M 0.11%
9,497
-1,300
170
$1.8M 0.11%
8,307
171
$1.8M 0.11%
18,343
-2,000
172
$1.79M 0.11%
52,540
173
$1.71M 0.1%
12,485
-1,600
174
$1.69M 0.1%
50,000
175
$1.65M 0.1%
31,060
-4,500
5 6
7
8 9