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
701
$94.5K ﹤0.01%
15,521
702
$89.2K ﹤0.01%
18,101
703
$65.3K ﹤0.01%
11,786
704
$50K ﹤0.01%
45,455
705
$45.6K ﹤0.01%
17,097
706
$33.8K ﹤0.01%
11,564
707
– –
-2,972
708
– –
-2,605
709
– –
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710
– –
-7,520
711
– –
-1,458
712
– –
-187,400
713
– –
-17,713
714
– –
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715
– –
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716
– –
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717
– –
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718
– –
-6,144
719
– –
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720
– –
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721
– –
-5,466
722
– –
-4,594
723
– –
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724
– –
-6,752
725
– –
-676
27 28
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