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
201
$2.76M 0.07%
50,330
-24,970
202
$2.7M 0.07%
23,842
+162
203
$2.69M 0.07%
82,111
204
$2.61M 0.06%
11,211
-317
205
$2.6M 0.06%
13,177
+236
206
$2.59M 0.06%
17,300
+356
207
$2.54M 0.06%
56,541
208
$2.53M 0.06%
23,720
-4,372
209
$2.52M 0.06%
22,484
-101
210
$2.52M 0.06%
18,613
-288
211
$2.48M 0.06%
41,168
-3,109
212
$2.44M 0.06%
19,583
213
$2.41M 0.06%
35,145
+20
214
$2.4M 0.06%
10,257
215
$2.32M 0.06%
30,646
+100
216
$2.31M 0.06%
7,952
-76
217
$2.3M 0.06%
9,994
-14,067
218
$2.25M 0.06%
3,744
-24
219
$2.2M 0.05%
3,867
-1,534
220
$2.17M 0.05%
17,251
-11
221
$2.16M 0.05%
18,650
-12,807
222
$2.15M 0.05%
20,328
223
$2.14M 0.05%
8,472
-3,390
224
$2.12M 0.05%
200,300
-200
225
$2.11M 0.05%
1,906
+1,178
7 8
9
10 11