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
176
$1.44M 0.1%
92,342
-1,954
177
$1.44M 0.1%
25,857
178
$1.44M 0.1%
+79,370
179
$1.43M 0.1%
32,980
-108
180
$1.42M 0.1%
19,261
-532
181
$1.38M 0.1%
40,794
-6,032
182
$1.36M 0.1%
32,000
+9,000
183
$1.33M 0.1%
8,071
-242
184
$1.32M 0.1%
76,524
-5,036
185
$1.31M 0.1%
271,882
-4,000
186
$1.31M 0.09%
64,000
187
$1.29M 0.09%
50,000
188
$1.28M 0.09%
+74,664
189
$1.27M 0.09%
409,078
+49,742
190
$1.27M 0.09%
8,973
-208
191
$1.25M 0.09%
8,971
-10,500
192
$1.23M 0.09%
80,025
-11,398
193
$1.23M 0.09%
14,668
194
$1.21M 0.09%
82,000
195
$1.14M 0.08%
12,932
-15,000
196
$1.14M 0.08%
6,000
197
$1.14M 0.08%
21,331
+227
198
$1.13M 0.08%
11,186
-153
199
$1.11M 0.08%
13,199
-210
200
$1.11M 0.08%
6,414
6 7
8
9 10