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
151
$3.16M 0.15%
5,551
-930
152
$3.15M 0.15%
19,108
+932
153
$3.15M 0.15%
73,376
154
$3.13M 0.15%
99,737
155
$3.03M 0.14%
10,837
156
$3M 0.14%
93,576
-114,740
157
$2.99M 0.14%
116,600
-12,451
158
$2.98M 0.14%
37,020
+1,220
159
$2.94M 0.14%
51,217
-200
160
$2.91M 0.14%
21,365
+543
161
$2.85M 0.14%
18,744
162
$2.83M 0.13%
42,022
+4,357
163
$2.83M 0.13%
67,182
-10,500
164
$2.82M 0.13%
10,209
-111
165
$2.8M 0.13%
51,027
166
$2.8M 0.13%
63,451
167
$2.79M 0.13%
33,115
+1,943
168
$2.76M 0.13%
27,829
-4,074
169
$2.75M 0.13%
33,073
170
$2.73M 0.13%
253,200
-31,800
171
$2.69M 0.13%
22,279
+6,500
172
$2.65M 0.13%
14,436
+4,872
173
$2.63M 0.13%
21,166
174
$2.58M 0.12%
7,913
175
$2.56M 0.12%
15,012
+835
5 6
7
8 9