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
176
$3.84M 0.1%
1,198
177
$3.68M 0.09%
54,411
178
$3.68M 0.09%
10,923
-139
179
$3.68M 0.09%
51,413
180
$3.57M 0.09%
56,576
-963
181
$3.56M 0.09%
14,414
+940
182
$3.54M 0.09%
16,001
183
$3.49M 0.09%
330,599
-2,063
184
$3.35M 0.08%
+16,506
185
$3.27M 0.08%
18,109
186
$3.26M 0.08%
117,347
187
$3.24M 0.08%
21,201
188
$3.2M 0.08%
85,778
-45,326
189
$3.19M 0.08%
41,004
+25
190
$3.07M 0.08%
22,858
191
$3.07M 0.08%
20,577
192
$3.05M 0.08%
26,384
-222
193
$3.02M 0.08%
11,892
+7,100
194
$2.93M 0.07%
6,304
-3,490
195
$2.92M 0.07%
86,717
196
$2.91M 0.07%
16,704
-329
197
$2.86M 0.07%
66,653
198
$2.85M 0.07%
16,172
199
$2.83M 0.07%
44,299
+923
200
$2.78M 0.07%
45,961
6 7
8
9 10