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
501
$320K 0.04%
22,537
502
$320K 0.04%
48,905
503
$320K 0.04%
8,597
504
$316K 0.03%
3,502
505
$316K 0.03%
7,070
+512
506
$316K 0.03%
5,500
507
$315K 0.03%
+8,917
508
$314K 0.03%
8,047
509
$313K 0.03%
17,000
510
$311K 0.03%
7,033
+614
511
$311K 0.03%
15,339
512
$310K 0.03%
4,460
513
$309K 0.03%
2,863
+128
514
$308K 0.03%
5,915
515
$308K 0.03%
6,991
516
$307K 0.03%
17,884
517
$306K 0.03%
4,812
518
$305K 0.03%
6,795
519
$305K 0.03%
10,151
520
$305K 0.03%
2,582
521
$304K 0.03%
10,356
-24,200
522
$304K 0.03%
8,000
523
$304K 0.03%
6,183
524
$304K 0.03%
10,698
525
$301K 0.03%
11,115
-26,148
19 20
21
22 23