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
$909M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.51M
3
+$3.4M
4
BURL icon
Burlington
BURL
+$2.52M
5
AAL icon
American Airlines Group
AAL
+$1.85M

Top Sells

1
+$1.99M
2
+$1.93M
3
+$1.9M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.44M
5
ENDP
Endo International plc
ENDP
+$1.11M

Sector Composition

1 Technology 21.64%
2 Healthcare 15%
3 Financials 11.4%
4 Consumer Discretionary 8.61%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$294K 0.03%
16,501
602
$294K 0.03%
3,314
603
$292K 0.03%
20,000
604
$291K 0.03%
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606
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607
$289K 0.03%
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608
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609
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610
$285K 0.03%
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611
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612
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614
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615
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617
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$279K 0.03%
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620
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623
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624
$273K 0.03%
3,031
625
$273K 0.03%
8,111
23 24
25
26 27