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
$1.51B
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.78M
3
+$3.58M
4
ALL icon
Allstate
ALL
+$3.55M
5
ATVI
Activision Blizzard
ATVI
+$3.2M

Top Sells

1
+$7.61M
2
+$6.17M
3
+$4.9M
4
TEL icon
TE Connectivity
TEL
+$4.43M
5
ZION icon
Zions Bancorporation
ZION
+$3.9M

Sector Composition

1 Technology 24.04%
2 Financials 16.81%
3 Communication Services 11.53%
4 Healthcare 11.15%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$397K 0.03%
11,143
-634
427
$396K 0.03%
4,404
-333
428
$396K 0.03%
18,132
-1,000
429
$395K 0.03%
4,543
430
$393K 0.03%
4,369
-491
431
$393K 0.03%
14,842
-3,508
432
$392K 0.03%
5,350
+414
433
$392K 0.03%
14,503
-1,257
434
$392K 0.03%
2,830
-240
435
$391K 0.03%
6,215
-1,000
436
$390K 0.03%
8,582
437
$390K 0.03%
6,117
+1,131
438
$389K 0.03%
4,745
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439
$389K 0.03%
36,311
-3,024
440
$388K 0.03%
7,122
441
$388K 0.03%
+6,499
442
$386K 0.03%
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443
$386K 0.03%
6,070
444
$386K 0.03%
22,826
445
$386K 0.03%
3,667
446
$386K 0.03%
2,019
447
$385K 0.03%
4,021
448
$383K 0.03%
9,318
449
$381K 0.03%
6,385
-495
450
$379K 0.02%
9,815
16 17
18
19 20