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
376
$435K 0.05%
28,049
377
$431K 0.05%
5,673
378
$430K 0.05%
12,220
379
$429K 0.05%
12,503
380
$429K 0.05%
19,156
381
$426K 0.05%
8,905
382
$424K 0.05%
8,059
383
$421K 0.05%
25,655
384
$420K 0.05%
6,355
+453
385
$419K 0.05%
6,066
386
$417K 0.05%
3,920
387
$415K 0.05%
11,590
388
$415K 0.05%
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389
$414K 0.05%
5,664
390
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6,201
391
$409K 0.05%
2,282
392
$408K 0.04%
5,677
393
$407K 0.04%
48,800
+12,000
394
$407K 0.04%
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395
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5,450
396
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6,434
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397
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7,479
398
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4,593
399
$403K 0.04%
7,694
400
$403K 0.04%
8,065
14 15
16
17 18