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
$1.51B
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.78M
3
+$3.58M
4
ALL icon
Allstate
ALL
+$3.55M
5
ATVI
Activision Blizzard
ATVI
+$3.2M

Top Sells

1
+$7.61M
2
+$6.17M
3
+$4.9M
4
TEL icon
TE Connectivity
TEL
+$4.43M
5
ZION icon
Zions Bancorporation
ZION
+$3.9M

Sector Composition

1 Technology 24.04%
2 Financials 16.81%
3 Communication Services 11.53%
4 Healthcare 11.15%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$261K 0.02%
4,867
+442
627
$261K 0.02%
10,088
-1,172
628
$260K 0.02%
2,951
629
$260K 0.02%
5,004
630
$259K 0.02%
3,809
631
$258K 0.02%
+5,794
632
$258K 0.02%
3,712
633
$258K 0.02%
4,311
-440
634
$257K 0.02%
1,615
-32
635
$257K 0.02%
11,860
-1,216
636
$257K 0.02%
3,898
637
$257K 0.02%
3,744
638
$257K 0.02%
4,514
639
$256K 0.02%
9,921
-962
640
$256K 0.02%
2,936
-739
641
$255K 0.02%
12,812
642
$255K 0.02%
3,568
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643
$255K 0.02%
14,755
644
$255K 0.02%
4,583
645
$254K 0.02%
16,469
646
$254K 0.02%
7,221
647
$254K 0.02%
+4,813
648
$253K 0.02%
3,057
649
$252K 0.02%
3,108
-711
650
$252K 0.02%
25,421
24 25
26
27 28