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
176
$3.74M 0.14%
22,349
+9,870
177
$3.72M 0.14%
65,013
+13,262
178
$3.71M 0.14%
+47,477
179
$3.7M 0.14%
123,087
-50,538
180
$3.69M 0.14%
9,229
181
$3.59M 0.13%
56,400
+20,900
182
$3.56M 0.13%
11,011
+5,600
183
$3.52M 0.13%
45,843
+9,842
184
$3.52M 0.13%
129,008
+27,524
185
$3.51M 0.13%
23,520
186
$3.48M 0.13%
17,111
-8,300
187
$3.47M 0.13%
50,976
+10,958
188
$3.46M 0.13%
28,444
189
$3.42M 0.13%
314,928
+67,995
190
$3.39M 0.12%
27,383
191
$3.38M 0.12%
58,047
+13,195
192
$3.33M 0.12%
16,401
-2,900
193
$3.28M 0.12%
217,374
+280
194
$3.25M 0.12%
15,229
+813
195
$3.21M 0.12%
93,028
-4,763
196
$3.18M 0.12%
20,507
+4,369
197
$3.15M 0.12%
8,799
-26
198
$3.03M 0.11%
68,706
+10,491
199
$3.01M 0.11%
305,582
+400
200
$2.92M 0.11%
9,815
+2,089
6 7
8
9 10