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
326
$528K 0.06%
13,752
327
$525K 0.06%
27,500
+2,500
328
$525K 0.06%
7,303
329
$523K 0.06%
11,700
+2,211
330
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331
$510K 0.06%
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332
$507K 0.06%
22,900
333
$507K 0.06%
17,134
334
$507K 0.06%
5,094
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335
$506K 0.06%
3,386
336
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14,057
337
$503K 0.06%
7,300
338
$502K 0.06%
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339
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340
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341
$496K 0.05%
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342
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5,304
343
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344
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345
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346
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347
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348
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349
$484K 0.05%
14,758
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350
$481K 0.05%
12,525
12 13
14
15 16