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
76
$10.9M 0.3%
159,069
+183
77
$10.8M 0.29%
24,420
+5,200
78
$10.7M 0.29%
80,236
79
$10.4M 0.28%
179,866
+15,000
80
$10.4M 0.28%
154,027
+14,597
81
$10.4M 0.28%
208,258
+1,990
82
$10.2M 0.28%
163,100
+45,000
83
$10.2M 0.28%
160,204
+125,596
84
$10.1M 0.27%
91,975
+36,700
85
$10.1M 0.27%
48,564
-7
86
$9.98M 0.27%
6,073
87
$9.85M 0.27%
127,964
+24,905
88
$9.76M 0.27%
107,495
+9,800
89
$9.7M 0.26%
136,955
+51,891
90
$9.66M 0.26%
37,557
+200
91
$9.43M 0.26%
220,460
+84,981
92
$9.37M 0.25%
120,359
+282
93
$9.36M 0.25%
94,237
+24,987
94
$9.29M 0.25%
11,813
-700
95
$9.28M 0.25%
42,517
+9,700
96
$9.19M 0.25%
52,508
+1,948
97
$9.07M 0.25%
82,388
-96,403
98
$9.03M 0.25%
34,401
-155
99
$8.78M 0.24%
95,917
-131,902
100
$8.75M 0.24%
76,537
+9,386
2 3
4
5 6