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
426
$377K 0.04%
12,752
427
$374K 0.04%
8,018
428
$373K 0.04%
4,878
429
$373K 0.04%
36,488
430
$370K 0.04%
5,692
431
$370K 0.04%
6,828
+1,216
432
$369K 0.04%
20,500
433
$368K 0.04%
15,134
434
$367K 0.04%
15,050
435
$367K 0.04%
14,461
436
$367K 0.04%
26,297
437
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438
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4,160
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439
$366K 0.04%
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440
$366K 0.04%
9,701
441
$365K 0.04%
22,396
442
$365K 0.04%
10,070
443
$364K 0.04%
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444
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445
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446
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447
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448
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12,298
449
$357K 0.04%
7,698
+3,000
450
$357K 0.04%
10,777
16 17
18
19 20