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
551
$256K 0.01%
3,481
-204
552
$256K 0.01%
5,389
-357
553
$255K 0.01%
598
554
$254K 0.01%
5,025
555
$253K 0.01%
9,628
556
$253K 0.01%
4,087
-266
557
$252K 0.01%
1,121
558
$251K 0.01%
5,130
-2
559
$251K 0.01%
1,783
560
$251K 0.01%
2,304
-97
561
$251K 0.01%
1,990
562
$251K 0.01%
2,568
563
$251K 0.01%
5,019
+792
564
$250K 0.01%
2,136
565
$250K 0.01%
983
566
$250K 0.01%
15,151
-1,065
567
$249K 0.01%
3,694
-1,238
568
$249K 0.01%
9,000
569
$248K 0.01%
3,099
-199
570
$248K 0.01%
2,532
-148
571
$247K 0.01%
1,548
-4
572
$247K 0.01%
2,087
-108
573
$247K 0.01%
1,710
-101
574
$246K 0.01%
3,044
-268
575
$245K 0.01%
3,044
21 22
23
24 25