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
651
$252K 0.02%
8,711
652
$251K 0.02%
3,465
-10,666
653
$251K 0.02%
4,123
654
$250K 0.02%
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-235
655
$250K 0.02%
+6,412
656
$250K 0.02%
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657
$249K 0.02%
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658
$249K 0.02%
1,704
659
$249K 0.02%
8,880
660
$248K 0.02%
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661
$248K 0.02%
8,554
662
$247K 0.02%
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663
$247K 0.02%
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664
$246K 0.02%
1,884
-14,826
665
$246K 0.02%
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666
$245K 0.02%
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667
$245K 0.02%
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668
$245K 0.02%
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670
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673
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2,517
674
$242K 0.02%
+2,417
675
$241K 0.02%
4,329
-336
25 26
27
28 29