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
451
$324K 0.01%
1,371
-140
452
$324K 0.01%
4,370
-346
453
$324K 0.01%
6,482
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454
$322K 0.01%
42,494
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455
$321K 0.01%
4,313
456
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9,504
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457
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458
$316K 0.01%
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459
$316K 0.01%
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460
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461
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462
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10,135
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463
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+1,500
464
$313K 0.01%
7,341
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465
$312K 0.01%
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466
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467
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468
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469
$309K 0.01%
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$307K 0.01%
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471
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1,822
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472
$306K 0.01%
7,198
473
$306K 0.01%
1,419
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474
$306K 0.01%
1,575
-78
475
$305K 0.01%
1,403
-70
17 18
19
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