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
301
$569K 0.06%
5,269
302
$568K 0.06%
4,916
303
$567K 0.06%
5,766
+300
304
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305
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12,300
306
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307
$560K 0.06%
9,617
308
$560K 0.06%
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309
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8,933
310
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311
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60,866
312
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9,624
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313
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17,066
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314
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315
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8,334
316
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8,085
317
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7,606
318
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320
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15,032
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321
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322
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7,732
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323
$531K 0.06%
15,510
324
$529K 0.06%
6,943
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325
$529K 0.06%
32,825
11 12
13
14 15