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
151
$5.16M 0.13%
125,712
-293
152
$5.14M 0.13%
142,858
153
$5.12M 0.13%
94,686
+17,488
154
$5.09M 0.13%
27,304
+5,416
155
$5.06M 0.13%
134,474
156
$5.01M 0.12%
9,794
+1,500
157
$4.92M 0.12%
17,881
-249
158
$4.9M 0.12%
85,517
-200
159
$4.87M 0.12%
11,191
160
$4.8M 0.12%
32,831
-472
161
$4.73M 0.12%
72,181
+1,420
162
$4.69M 0.12%
26,586
-458
163
$4.58M 0.11%
149,032
-1,308
164
$4.5M 0.11%
57,508
+217
165
$4.49M 0.11%
10,853
166
$4.44M 0.11%
167,184
-1,098
167
$4.37M 0.11%
164,008
168
$4.27M 0.11%
40,663
+292
169
$4.2M 0.1%
54,702
-790
170
$4.09M 0.1%
53,703
+50,801
171
$4.04M 0.1%
8,335
-1,026
172
$3.99M 0.1%
8,008
-34
173
$3.98M 0.1%
21,634
+145
174
$3.94M 0.1%
36,553
-1,100
175
$3.88M 0.1%
144,747
-353
5 6
7
8 9