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
201
$1.91M 0.09%
61,846
202
$1.88M 0.09%
15,987
-5,432
203
$1.82M 0.09%
172,800
-9,200
204
$1.81M 0.09%
8,148
205
$1.81M 0.09%
222,126
206
$1.78M 0.08%
145,400
-24,600
207
$1.75M 0.08%
8,089
208
$1.72M 0.08%
9,877
209
$1.66M 0.08%
39,582
-237
210
$1.64M 0.08%
282,100
-47,900
211
$1.63M 0.08%
22,131
+1,063
212
$1.61M 0.08%
7,174
-1,900
213
$1.6M 0.08%
17,213
+8,350
214
$1.57M 0.07%
20,272
-1,100
215
$1.53M 0.07%
13,651
216
$1.52M 0.07%
7,331
217
$1.49M 0.07%
4,467
-839
218
$1.47M 0.07%
35,163
-603
219
$1.44M 0.07%
52,014
-6,900
220
$1.43M 0.07%
18,843
-2,373
221
$1.4M 0.07%
19,882
+1,848
222
$1.36M 0.06%
79,930
-467
223
$1.34M 0.06%
24,872
-1,200
224
$1.32M 0.06%
15,443
225
$1.32M 0.06%
40,000
7 8
9
10 11