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
176
$1.65M 0.1%
17,166
177
$1.58M 0.09%
80,280
+871
178
$1.58M 0.09%
23,875
-2,900
179
$1.57M 0.09%
31,430
180
$1.54M 0.09%
94,296
-13,800
181
$1.51M 0.09%
210,726
182
$1.5M 0.09%
11,177
-1,600
183
$1.48M 0.09%
24,395
184
$1.48M 0.09%
3,935
-6,000
185
$1.47M 0.09%
52,967
186
$1.46M 0.09%
28,865
-200
187
$1.45M 0.09%
88,000
188
$1.44M 0.09%
28,118
189
$1.44M 0.09%
9,531
-1,405
190
$1.44M 0.09%
31,957
-3,969
191
$1.44M 0.08%
22,036
-1,150
192
$1.44M 0.08%
9,668
193
$1.39M 0.08%
45,437
194
$1.39M 0.08%
11,718
195
$1.38M 0.08%
9,726
-6,900
196
$1.37M 0.08%
7,548
197
$1.37M 0.08%
57,790
198
$1.36M 0.08%
11,354
-200
199
$1.35M 0.08%
31,184
-200
200
$1.33M 0.08%
8,640
6 7
8
9 10