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
401
$403K 0.04%
17,969
402
$403K 0.04%
16,000
-15,000
403
$401K 0.04%
10,276
404
$401K 0.04%
7,679
405
$400K 0.04%
2,175
406
$398K 0.04%
19,563
407
$398K 0.04%
14,740
408
$397K 0.04%
9,275
409
$396K 0.04%
23,032
410
$395K 0.04%
10,060
411
$393K 0.04%
6,922
412
$390K 0.04%
14,194
413
$388K 0.04%
+1,835
414
$385K 0.04%
18,292
415
$384K 0.04%
13,727
416
$383K 0.04%
25,000
417
$382K 0.04%
17,091
418
$382K 0.04%
6,415
419
$382K 0.04%
9,657
-100
420
$381K 0.04%
13,261
421
$380K 0.04%
14,100
+6,000
422
$379K 0.04%
11,329
423
$378K 0.04%
3,675
+644
424
$378K 0.04%
18,915
425
$377K 0.04%
32,212
+5,212
15 16
17
18 19