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
276
$613K 0.07%
14,459
+147
277
$612K 0.07%
8,277
278
$612K 0.07%
23,748
279
$610K 0.07%
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280
$607K 0.07%
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281
$603K 0.07%
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282
$601K 0.07%
6,884
283
$600K 0.07%
22,856
284
$599K 0.07%
18,104
285
$597K 0.07%
4,551
286
$596K 0.07%
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287
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288
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23,992
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289
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13,694
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290
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291
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7,209
292
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293
$586K 0.06%
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294
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295
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296
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297
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2,781
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298
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15,374
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299
$575K 0.06%
16,518
300
$573K 0.06%
23,657
10 11
12
13 14