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
176
$2.52M 0.12%
52,068
-2,400
177
$2.48M 0.12%
107,586
178
$2.41M 0.11%
38,481
179
$2.36M 0.11%
11,001
-6,000
180
$2.35M 0.11%
88,140
181
$2.34M 0.11%
101,128
-19,900
182
$2.33M 0.11%
14,167
-158
183
$2.28M 0.11%
5,909
-2,578
184
$2.22M 0.11%
44,198
-7,667
185
$2.22M 0.11%
24,081
-1,648
186
$2.22M 0.11%
196,500
-33,500
187
$2.19M 0.1%
24,691
+1,709
188
$2.18M 0.1%
42,516
189
$2.18M 0.1%
15,903
190
$2.12M 0.1%
32,878
-1,300
191
$2.03M 0.1%
7,605
192
$2M 0.1%
6,839
-1,600
193
$1.99M 0.09%
12,127
194
$1.98M 0.09%
14,139
195
$1.97M 0.09%
25,133
-27,700
196
$1.97M 0.09%
34,486
197
$1.96M 0.09%
45,402
+300
198
$1.96M 0.09%
8,469
-365
199
$1.95M 0.09%
24,213
-2,983
200
$1.91M 0.09%
7,077
-100
6 7
8
9 10