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
451
$356K 0.04%
6,342
-200
452
$354K 0.04%
5,621
453
$353K 0.04%
11,112
454
$353K 0.04%
4,542
455
$353K 0.04%
6,536
456
$352K 0.04%
8,502
+200
457
$352K 0.04%
+18,689
458
$352K 0.04%
37,926
459
$351K 0.04%
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460
$350K 0.04%
22,586
461
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7,013
462
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+1,802
463
$348K 0.04%
9,109
-200
464
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43,147
465
$345K 0.04%
71,000
+30,500
466
$344K 0.04%
12,233
467
$342K 0.04%
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468
$342K 0.04%
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469
$341K 0.04%
6,200
470
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471
$339K 0.04%
5,466
472
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20,710
473
$337K 0.04%
4,336
474
$337K 0.04%
172,000
+22,000
475
$336K 0.04%
14,516
17 18
19
20 21