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
151
$4.46M 0.16%
93,481
-299
152
$4.44M 0.16%
20,906
+5,536
153
$4.42M 0.16%
65,314
+14,286
154
$4.38M 0.16%
38,794
+8,248
155
$4.38M 0.16%
85,639
+60,835
156
$4.36M 0.16%
57,977
+12,406
157
$4.31M 0.16%
61,712
-199
158
$4.3M 0.16%
9,833
+2,000
159
$4.2M 0.15%
47,641
+30,390
160
$4.19M 0.15%
38,564
+25,205
161
$4.12M 0.15%
11,070
+5,100
162
$4.07M 0.15%
33,844
+6,575
163
$4.07M 0.15%
17,234
+3,509
164
$4.06M 0.15%
43,517
+9,340
165
$4.03M 0.15%
114,010
+23,860
166
$4.01M 0.15%
52,824
+13,700
167
$3.99M 0.15%
7,143
+1,700
168
$3.99M 0.15%
23,851
+5,490
169
$3.97M 0.15%
248,184
-2,965
170
$3.97M 0.15%
16,526
-72
171
$3.96M 0.14%
74,333
+100
172
$3.85M 0.14%
94,325
+29,800
173
$3.84M 0.14%
59,275
+11,411
174
$3.81M 0.14%
51,400
+23,900
175
$3.79M 0.14%
84,623
+13,201
5 6
7
8 9