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
201
$1.33M 0.08%
22,927
-3,900
202
$1.32M 0.08%
83,000
203
$1.32M 0.08%
5,271
-500
204
$1.29M 0.08%
69,000
+15,000
205
$1.29M 0.08%
11,781
-1,900
206
$1.29M 0.08%
26,697
207
$1.28M 0.08%
67,843
-52,300
208
$1.25M 0.07%
27,118
-505
209
$1.21M 0.07%
6,265
210
$1.2M 0.07%
8,385
+1,295
211
$1.19M 0.07%
9,522
-1,400
212
$1.18M 0.07%
40,186
213
$1.16M 0.07%
8,404
+239
214
$1.13M 0.07%
10,207
215
$1.12M 0.07%
21,271
-3,500
216
$1.11M 0.07%
6,625
-1,585
217
$1.04M 0.06%
9,583
218
$1.04M 0.06%
55,000
219
$1.03M 0.06%
15,309
220
$1.03M 0.06%
32,564
221
$1.01M 0.06%
6,265
-400
222
$1.01M 0.06%
37,549
-7,500
223
$1M 0.06%
21,986
224
$998K 0.06%
13,143
225
$974K 0.06%
6,414
7 8
9
10 11