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
26
$5.77M 0.64%
33,218
-1,900
27
$5.46M 0.6%
75,960
+1,283
28
$5.27M 0.58%
36,464
+4,354
29
$5.21M 0.57%
211,577
-1,918
30
$4.8M 0.53%
34,302
31
$4.79M 0.53%
+67,925
32
$4.75M 0.52%
50,043
+2,486
33
$4.74M 0.52%
54,002
+300
34
$4.72M 0.52%
16,189
+1,990
35
$4.67M 0.51%
57,641
+3,489
36
$4.65M 0.51%
93,842
+6,691
37
$4.4M 0.48%
109,188
-11,508
38
$4.29M 0.47%
45,898
+1,891
39
$4.26M 0.47%
273,527
40
$4.25M 0.47%
101,501
+7,381
41
$4.22M 0.46%
+200,000
42
$4.2M 0.46%
84,582
+30
43
$4.18M 0.46%
35,271
+129
44
$3.89M 0.43%
3,147
+339
45
$3.88M 0.43%
107,529
+5,917
46
$3.84M 0.42%
80,090
+21,202
47
$3.84M 0.42%
48,775
+224
48
$3.74M 0.41%
84,494
+6,600
49
$3.62M 0.4%
63,182
50
$3.47M 0.38%
35,250
-541
1
2
3 4 5