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
476
$305K 0.01%
5,336
-333
477
$305K 0.01%
2,656
-155
478
$302K 0.01%
8,846
-451
479
$302K 0.01%
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480
$302K 0.01%
44,873
-2,399
481
$302K 0.01%
1,447
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482
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483
$295K 0.01%
19,158
-2,616
484
$294K 0.01%
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485
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486
$293K 0.01%
1,213
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487
$291K 0.01%
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488
$291K 0.01%
1,548
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489
$291K 0.01%
2,792
-100
490
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491
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492
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493
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1,338
494
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5,178
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495
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4,027
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496
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3,657
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497
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2,123
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498
$286K 0.01%
2,815
-140
499
$284K 0.01%
1,961
-176
500
$284K 0.01%
+1,656
18 19
20
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