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
351
$480K 0.05%
4,234
352
$480K 0.05%
5,626
+700
353
$477K 0.05%
20,148
-37,242
354
$476K 0.05%
13,479
355
$475K 0.05%
10,773
356
$475K 0.05%
2,454
357
$473K 0.05%
2,554
358
$470K 0.05%
14,412
359
$470K 0.05%
21,400
360
$469K 0.05%
4,828
361
$468K 0.05%
4,400
+200
362
$467K 0.05%
12,882
363
$466K 0.05%
9,398
364
$466K 0.05%
9,507
365
$465K 0.05%
7,718
366
$452K 0.05%
8,688
-300
367
$448K 0.05%
16,922
368
$448K 0.05%
25,112
369
$444K 0.05%
5,224
370
$443K 0.05%
13,870
-1,075
371
$443K 0.05%
10,088
372
$441K 0.05%
49,206
-1,500
373
$439K 0.05%
7,165
-1,100
374
$436K 0.05%
7,002
+1,364
375
$436K 0.05%
6,922
13 14
15
16 17