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
651
$226K 0.02%
4,504
652
$225K 0.02%
4,417
653
$224K 0.02%
2,911
+400
654
$224K 0.02%
3,736
-300
655
$224K 0.02%
+1,830
656
$224K 0.02%
4,908
657
$224K 0.02%
8,676
658
$223K 0.02%
+1,031
659
$223K 0.02%
2,037
+100
660
$223K 0.02%
5,301
661
$220K 0.02%
3,059
662
$218K 0.02%
4,222
663
$218K 0.02%
11,792
664
$218K 0.02%
22,192
665
$218K 0.02%
3,459
666
$216K 0.02%
+2,545
667
$216K 0.02%
+3,709
668
$216K 0.02%
3,352
669
$215K 0.02%
+2,403
670
$215K 0.02%
+2,677
671
$215K 0.02%
8,242
672
$214K 0.02%
11,230
673
$213K 0.02%
1,191
-1,000
674
$212K 0.02%
4,783
675
$211K 0.02%
1,628
25 26
27
28 29