SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
51
$3.42M 0.38%
34,625
+3,652
52
$3.39M 0.37%
25,880
-1,100
53
$3.27M 0.36%
81,605
+3,964
54
$3.19M 0.35%
46,240
+199
55
$3.1M 0.34%
55,410
+477
56
$3.1M 0.34%
65,823
+1,363
57
$3.08M 0.34%
97,924
-1,200
58
$3.07M 0.34%
74,963
+479
59
$3M 0.33%
29,023
+3,571
60
$2.98M 0.33%
10,021
+80
61
$2.97M 0.33%
47,436
+12,175
62
$2.94M 0.32%
24,302
-239
63
$2.9M 0.32%
22,229
+5,800
64
$2.9M 0.32%
26,495
-3,000
65
$2.81M 0.31%
59,323
+1,261
66
$2.78M 0.31%
5,968
+436
67
$2.7M 0.3%
26,429
+4,118
68
$2.68M 0.3%
56,285
+2,585
69
$2.66M 0.29%
160,830
+3,810
70
$2.63M 0.29%
32,008
+2,971
71
$2.58M 0.28%
189,782
-700
72
$2.53M 0.28%
52,551
-2,969
73
$2.5M 0.28%
31,142
+3,939
74
$2.48M 0.27%
131,069
+179
75
$2.42M 0.27%
34,815
+1,658