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
201
$2.91M 0.11%
100,130
+130
202
$2.9M 0.11%
9,602
-400
203
$2.89M 0.11%
41,992
+100
204
$2.88M 0.11%
26,198
-22,300
205
$2.87M 0.11%
135,200
-400
206
$2.85M 0.1%
31,332
+7,136
207
$2.84M 0.1%
14,179
+11,900
208
$2.77M 0.1%
93,930
-46,674
209
$2.74M 0.1%
27,387
210
$2.7M 0.1%
42,516
211
$2.69M 0.1%
14,149
212
$2.69M 0.1%
93,870
-3,559
213
$2.66M 0.1%
24,993
+5,313
214
$2.63M 0.1%
8,621
+1,844
215
$2.58M 0.09%
116,125
+20,793
216
$2.54M 0.09%
146,506
217
$2.53M 0.09%
16,710
+9,975
218
$2.49M 0.09%
54,256
+48,400
219
$2.48M 0.09%
+86,355
220
$2.47M 0.09%
6,768
+4,700
221
$2.44M 0.09%
18,261
+3,916
222
$2.41M 0.09%
5,543
+4,700
223
$2.4M 0.09%
9,099
+421
224
$2.39M 0.09%
15,362
+3,496
225
$2.29M 0.08%
19,075
-1,597
7 8
9
10 11