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
$3.66B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.9M
3
+$8.67M
4
C icon
Citigroup
C
+$7.97M
5
UNH icon
UnitedHealth
UNH
+$6.87M

Top Sells

1
+$23.3M
2
+$12.1M
3
+$10.6M
4
IRM icon
Iron Mountain
IRM
+$7.24M
5
WFC icon
Wells Fargo
WFC
+$6.64M

Sector Composition

1 Technology 42.57%
2 Communication Services 12.19%
3 Consumer Discretionary 11.12%
4 Healthcare 8.49%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$371K 0.01%
4,406
-244
402
$370K 0.01%
5,108
-589
403
$370K 0.01%
1,759
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1,016
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405
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407
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838
408
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410
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411
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2,405
412
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413
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414
$354K 0.01%
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415
$352K 0.01%
749
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416
$352K 0.01%
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417
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420
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21,964
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421
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422
$345K 0.01%
4,026
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423
$345K 0.01%
9,116
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424
$344K 0.01%
5,362
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425
$344K 0.01%
6,908
-352
15 16
17
18 19