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
251
$1.51M 0.04%
8,672
-2,620
252
$1.48M 0.04%
23,000
253
$1.48M 0.04%
97,220
-7,235
254
$1.48M 0.04%
150,500
+50,000
255
$1.47M 0.04%
51,023
+13,900
256
$1.45M 0.04%
34,610
-100
257
$1.45M 0.04%
19,278
-15,217
258
$1.44M 0.04%
19,042
-100
259
$1.34M 0.04%
17,073
+8,998
260
$1.32M 0.04%
46,367
-20,438
261
$1.29M 0.03%
45,439
262
$1.28M 0.03%
7,427
-94
263
$1.23M 0.03%
2,256
-42,781
264
$1.2M 0.03%
7,527
-26,213
265
$1.18M 0.03%
60,358
-40,000
266
$1.18M 0.03%
11,043
267
$1.06M 0.03%
13,450
268
$998K 0.03%
3,993
269
$980K 0.03%
+321,400
270
$975K 0.03%
9,621
-600
271
$965K 0.03%
4,282
-20
272
$935K 0.03%
18,400
273
$935K 0.03%
70,350
-65,000
274
$935K 0.03%
9,789
-132
275
$882K 0.02%
1,951
9 10
11
12 13