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
26
$24.2M 0.66%
77,391
-253
27
$23.8M 0.65%
6,005
+46
28
$22.4M 0.61%
47,708
+230
29
$22.3M 0.61%
21,228
+226
30
$22M 0.6%
129,596
+21,598
31
$21.6M 0.59%
153,013
-12,916
32
$21.5M 0.59%
125,641
+7,900
33
$21.2M 0.58%
312,418
+43,599
34
$19.6M 0.53%
107,629
+890
35
$19.5M 0.53%
21,536
-432
36
$19.4M 0.53%
72,220
+23,000
37
$19.3M 0.52%
181,560
+10,240
38
$19.1M 0.52%
615,366
+11,011
39
$18.7M 0.51%
142,217
+2,199
40
$18.6M 0.5%
31,214
+5,405
41
$18.1M 0.49%
89,434
-5,544
42
$17.8M 0.48%
34,977
+13,490
43
$17.7M 0.48%
82,946
+1,221
44
$17.6M 0.48%
57,313
-4,611
45
$17.4M 0.47%
239,777
+72,700
46
$17M 0.46%
98,343
+10,202
47
$16.5M 0.45%
259,880
+32,061
48
$15M 0.41%
79,744
-58
49
$14.8M 0.4%
89,822
+4,400
50
$14.7M 0.4%
114,239
-45,801
1
2
3 4 5