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
$3.66B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.9M
3
+$8.67M
4
C icon
Citigroup
C
+$7.97M
5
UNH icon
UnitedHealth
UNH
+$6.87M

Top Sells

1
+$23.3M
2
+$12.1M
3
+$10.6M
4
IRM icon
Iron Mountain
IRM
+$7.24M
5
WFC icon
Wells Fargo
WFC
+$6.64M

Sector Composition

1 Technology 42.57%
2 Communication Services 12.19%
3 Consumer Discretionary 11.12%
4 Healthcare 8.49%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.33M 0.06%
+60,000
227
$2.3M 0.06%
20,467
228
$2.24M 0.06%
2,955
229
$2.22M 0.06%
8,864
+503
230
$2.21M 0.06%
28,509
-20,000
231
$2.2M 0.06%
3,986
232
$2.2M 0.06%
33,161
233
$2.19M 0.06%
22,600
-101
234
$2.18M 0.06%
55,002
-100
235
$2.17M 0.06%
24,246
+21,100
236
$2.09M 0.06%
8,192
+400
237
$1.98M 0.05%
6,169
-6,700
238
$1.95M 0.05%
123,087
239
$1.88M 0.05%
50,342
-20,427
240
$1.87M 0.05%
22,500
-6,500
241
$1.87M 0.05%
12,601
+2,398
242
$1.86M 0.05%
4,789
+1,500
243
$1.84M 0.05%
13,003
-334
244
$1.8M 0.05%
4,828
245
$1.76M 0.05%
11,344
246
$1.66M 0.05%
12,883
-7,000
247
$1.66M 0.05%
8,558
248
$1.66M 0.05%
155,808
249
$1.61M 0.04%
8,741
250
$1.52M 0.04%
125,610
8 9
10
11 12