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
$3.66B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.9M
3
+$8.67M
4
C icon
Citigroup
C
+$7.97M
5
UNH icon
UnitedHealth
UNH
+$6.87M

Top Sells

1
+$23.3M
2
+$12.1M
3
+$10.6M
4
IRM icon
Iron Mountain
IRM
+$7.24M
5
WFC icon
Wells Fargo
WFC
+$6.64M

Sector Composition

1 Technology 42.57%
2 Communication Services 12.19%
3 Consumer Discretionary 11.12%
4 Healthcare 8.49%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$204K 0.01%
2,165
677
$204K 0.01%
2,803
-164
678
$203K 0.01%
2,172
-162
679
$203K 0.01%
+1,201
680
$201K 0.01%
975
-58
681
$200K 0.01%
3,694
-263
682
$200K 0.01%
14,620
-1,091
683
$199K 0.01%
11,988
684
$195K 0.01%
+14,409
685
$185K 0.01%
10,198
686
$167K ﹤0.01%
13,629
-2,545
687
$157K ﹤0.01%
15,682
688
$156K ﹤0.01%
24,321
-968
689
$153K ﹤0.01%
18,444
690
$149K ﹤0.01%
+14,099
691
$146K ﹤0.01%
43,396
692
$143K ﹤0.01%
11,227
-1,749
693
$138K ﹤0.01%
12,122
694
$133K ﹤0.01%
12,876
-1,435
695
$128K ﹤0.01%
18,393
696
$114K ﹤0.01%
26,341
+13,138
697
$112K ﹤0.01%
2,459
-267
698
$111K ﹤0.01%
18,306
-2,697
699
$102K ﹤0.01%
10,544
700
$99.9K ﹤0.01%
15,586
-1,582
26 27
28
29 30