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
$888M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.22M
3
+$3.48M
4
CME icon
CME Group
CME
+$1.91M
5
BHP icon
BHP
BHP
+$1.64M

Top Sells

1
+$4.26M
2
+$2.79M
3
+$2.71M
4
DTV
DIRECTV COM STK (DE)
DTV
+$2.58M
5
EBAY icon
eBay
EBAY
+$2.28M

Sector Composition

1 Technology 20.64%
2 Financials 14.53%
3 Healthcare 14.47%
4 Communication Services 9.23%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$735K 0.08%
15,388
-200
227
$732K 0.08%
8,719
228
$732K 0.08%
10,936
229
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26,261
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230
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231
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232
$718K 0.08%
9,273
233
$717K 0.08%
11,668
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234
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19,128
235
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236
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5,196
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237
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238
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239
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18,719
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240
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241
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242
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243
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245
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246
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32,000
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247
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12,949
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248
$664K 0.07%
9,703
249
$664K 0.07%
37,600
+2,600
250
$663K 0.07%
4,820
8 9
10
11 12