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
51
$14.5M 0.39%
72,191
52
$14.3M 0.39%
115,708
+19,686
53
$14.3M 0.39%
62,548
-300
54
$14.3M 0.39%
37,241
+10,135
55
$14.2M 0.39%
17,280
+427
56
$14.2M 0.39%
237,310
+27,102
57
$13.8M 0.38%
140,716
+4,786
58
$13.4M 0.37%
326,100
+10,058
59
$13.4M 0.36%
225,760
-111,835
60
$13.4M 0.36%
89,959
+8,200
61
$13.4M 0.36%
55,409
62
$12.8M 0.35%
164,324
+2,063
63
$12.7M 0.34%
142,203
+72,800
64
$12.4M 0.34%
12,172
+698
65
$12.4M 0.34%
222,545
+155,071
66
$12.4M 0.34%
51,893
+727
67
$12M 0.33%
29,539
68
$12M 0.33%
119,314
+39,039
69
$11.9M 0.32%
136,256
+12,400
70
$11.6M 0.31%
33,587
-500
71
$11.5M 0.31%
78,966
-11,423
72
$11.4M 0.31%
73,079
+14,127
73
$11.2M 0.3%
33,695
-221
74
$11.2M 0.3%
171,235
+3,147
75
$11.1M 0.3%
102,323
+1,588
1 2
3
4 5