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
101
$1.83M 0.2%
20,326
+2,500
102
$1.83M 0.2%
32,386
+1,244
103
$1.81M 0.2%
20,262
104
$1.8M 0.2%
24,664
+500
105
$1.78M 0.2%
17,525
+190
106
$1.77M 0.19%
61,072
-2,527
107
$1.76M 0.19%
78,318
+14,298
108
$1.73M 0.19%
15,177
109
$1.73M 0.19%
117,472
+4,100
110
$1.72M 0.19%
27,079
111
$1.69M 0.19%
10,188
-300
112
$1.66M 0.18%
99,720
+9,465
113
$1.66M 0.18%
50,512
-45,610
114
$1.66M 0.18%
42,681
+4,790
115
$1.65M 0.18%
76,425
+12,516
116
$1.64M 0.18%
+58,180
117
$1.62M 0.18%
15,545
+2,517
118
$1.6M 0.18%
30,839
119
$1.6M 0.18%
31,132
-842
120
$1.58M 0.17%
+50,312
121
$1.58M 0.17%
17,851
+2,739
122
$1.57M 0.17%
39,036
-300
123
$1.55M 0.17%
25,757
-397
124
$1.53M 0.17%
30,000
125
$1.53M 0.17%
15,590
+100