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
201
$1.11M 0.08%
9,330
-192
202
$1.09M 0.08%
50,116
203
$1.09M 0.08%
+11,673
204
$1.09M 0.08%
9,490
+77
205
$1.07M 0.08%
7,835
-205
206
$1.07M 0.08%
17,804
+4,000
207
$1.07M 0.08%
22,026
-901
208
$1.07M 0.08%
31,400
-30
209
$1.05M 0.08%
7,293
+300
210
$1.04M 0.08%
90,000
211
$1.03M 0.07%
57,407
+50,000
212
$1.02M 0.07%
20,926
213
$1.01M 0.07%
47,110
214
$1M 0.07%
31,945
-12
215
$998K 0.07%
73,000
+7,000
216
$968K 0.07%
2,855
+600
217
$953K 0.07%
28,021
-8,400
218
$947K 0.07%
11,560
219
$929K 0.07%
12,000
220
$911K 0.07%
38,853
+2,567
221
$906K 0.07%
200,000
222
$899K 0.07%
12,323
223
$877K 0.06%
4,992
-179
224
$875K 0.06%
55,000
225
$852K 0.06%
17,564
+1,239
7 8
9
10 11