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
676
$211K 0.02%
6,690
677
$211K 0.02%
6,571
678
$211K 0.02%
+4,242
679
$208K 0.02%
14,578
680
$208K 0.02%
6,501
681
$208K 0.02%
+4,239
682
$208K 0.02%
7,272
683
$208K 0.02%
15,310
684
$207K 0.02%
8,709
685
$207K 0.02%
21,414
686
$206K 0.02%
3,679
687
$206K 0.02%
2,698
-800
688
$204K 0.02%
4,618
689
$204K 0.02%
11,360
690
$203K 0.02%
7,128
691
$203K 0.02%
+4,935
692
$202K 0.02%
8,111
693
$202K 0.02%
+6,722
694
$202K 0.02%
6,329
695
$201K 0.02%
37,000
696
$200K 0.02%
18,069
+4,486
697
$200K 0.02%
+3,193
698
$198K 0.02%
15,065
699
$189K 0.02%
11,526
700
$187K 0.02%
1,777
26 27
28
29 30