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
151
$1.72M 0.12%
9,048
-103
152
$1.7M 0.12%
20,540
-281
153
$1.67M 0.12%
6,911
-107
154
$1.64M 0.12%
10,635
155
$1.63M 0.12%
69,310
156
$1.63M 0.12%
47,044
157
$1.63M 0.12%
20,862
-620
158
$1.62M 0.12%
18,090
-600
159
$1.61M 0.12%
32,506
-629
160
$1.6M 0.12%
25,400
-639
161
$1.6M 0.12%
24,896
-4,500
162
$1.6M 0.12%
6,612
+307
163
$1.59M 0.12%
+11,969
164
$1.58M 0.11%
+26,910
165
$1.58M 0.11%
+6,779
166
$1.57M 0.11%
12,232
-253
167
$1.57M 0.11%
41,596
+8,740
168
$1.55M 0.11%
11,798
+1,064
169
$1.53M 0.11%
17,078
-1,300
170
$1.53M 0.11%
9,252
+416
171
$1.49M 0.11%
100,000
+17,000
172
$1.48M 0.11%
+11,721
173
$1.47M 0.11%
123,934
174
$1.45M 0.11%
+12,593
175
$1.44M 0.1%
88,000
5 6
7
8 9