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
76
$2.39M 0.26%
36,531
-3,100
77
$2.38M 0.26%
40,149
78
$2.32M 0.26%
90,332
+1,699
79
$2.32M 0.26%
30,223
+9,942
80
$2.29M 0.25%
183,090
+26,110
81
$2.29M 0.25%
34,227
82
$2.27M 0.25%
16,550
+1,879
83
$2.21M 0.24%
43,353
+1,125
84
$2.19M 0.24%
23,220
+419
85
$2.18M 0.24%
80,788
+5,114
86
$2.15M 0.24%
19,726
87
$2.15M 0.24%
13,725
+2,246
88
$2.12M 0.23%
22,855
+20,605
89
$2.11M 0.23%
48,704
+1,350
90
$2.08M 0.23%
85,926
-1,500
91
$2.06M 0.23%
63,916
92
$2.04M 0.22%
10,626
-398
93
$2.02M 0.22%
173,502
-5,285
94
$1.98M 0.22%
47,860
95
$1.97M 0.22%
80,668
-93,117
96
$1.94M 0.21%
15,858
+1,700
97
$1.92M 0.21%
17,571
+332
98
$1.89M 0.21%
21,385
+222
99
$1.85M 0.2%
58,644
100
$1.84M 0.2%
61,770
+5,826
2 3
4
5 6