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
551
$287K 0.03%
31,609
552
$286K 0.03%
3,865
-2,700
553
$286K 0.03%
5,133
554
$285K 0.03%
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555
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7,370
556
$284K 0.03%
2,113
557
$284K 0.03%
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558
$283K 0.03%
20,000
559
$282K 0.03%
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560
$281K 0.03%
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561
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3,162
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562
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563
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564
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565
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567
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568
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570
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572
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6,412
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53,816
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574
$270K 0.03%
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575
$267K 0.03%
2,160
+368
21 22
23
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