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
726
$101K 0.01%
1,423
727
$100K 0.01%
3,913
728
$97K 0.01%
18,087
-23,602
729
$84K 0.01%
3,235
730
$52K 0.01%
3,331
731
$48K 0.01%
10,118
732
$26K ﹤0.01%
10,905
733
$24K ﹤0.01%
90,000
+60,000
734
$5K ﹤0.01%
774
735
– –
-9,587
736
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737
– –
-3,324
738
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-4,202
739
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740
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741
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742
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743
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744
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746
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747
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748
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749
– –
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750
– –
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28 29
30
31 32