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
701
$187K 0.02%
14,823
702
$173K 0.02%
24,142
703
$172K 0.02%
15,595
704
$172K 0.02%
10,040
705
$172K 0.02%
14,532
706
$171K 0.02%
13,218
707
$168K 0.02%
16,130
-1,600
708
$165K 0.02%
12,146
709
$163K 0.02%
11,036
-50
710
$159K 0.02%
3,168
711
$156K 0.02%
13,351
-20,000
712
$148K 0.02%
14,123
713
$147K 0.02%
13,108
714
$138K 0.02%
42,350
715
$136K 0.02%
5,216
716
$136K 0.02%
13,984
717
$133K 0.01%
+3,281
718
$129K 0.01%
19,483
719
$129K 0.01%
15,104
720
$127K 0.01%
15,840
-172
721
$127K 0.01%
+10,822
722
$118K 0.01%
80
-6
723
$115K 0.01%
67,000
724
$111K 0.01%
+677
725
$111K 0.01%
10,066
27 28
29
30 31