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
251
$660K 0.07%
13,906
-1,600
252
$655K 0.07%
24,164
253
$654K 0.07%
10,108
254
$652K 0.07%
22,624
+2,500
255
$650K 0.07%
34,000
256
$648K 0.07%
7,741
257
$647K 0.07%
20,981
258
$639K 0.07%
9,006
+299
259
$638K 0.07%
10,732
260
$636K 0.07%
11,497
261
$636K 0.07%
23,309
262
$633K 0.07%
11,659
-500
263
$628K 0.07%
13,065
264
$626K 0.07%
16,408
265
$626K 0.07%
10,598
266
$624K 0.07%
32,737
267
$623K 0.07%
30,000
268
$622K 0.07%
21,266
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269
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270
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8,404
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271
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486
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272
$617K 0.07%
4,294
273
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12,495
274
$615K 0.07%
53,000
275
$614K 0.07%
17,383
-6,950
9 10
11
12 13