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
$909M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.51M
3
+$3.4M
4
BURL icon
Burlington
BURL
+$2.52M
5
AAL icon
American Airlines Group
AAL
+$1.85M

Top Sells

1
+$1.99M
2
+$1.93M
3
+$1.9M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.44M
5
ENDP
Endo International plc
ENDP
+$1.11M

Sector Composition

1 Technology 21.64%
2 Healthcare 15%
3 Financials 11.4%
4 Consumer Discretionary 8.61%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$467K 0.05%
7,718
-560
402
$464K 0.05%
8,085
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403
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66,330
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404
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405
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406
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407
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12,233
-1,472
408
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409
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410
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411
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412
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413
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10,411
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415
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25,000
416
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419
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421
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422
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423
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8,059
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424
$441K 0.05%
9,701
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425
$440K 0.05%
8,000
15 16
17
18 19