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
101
$8.6M 0.23%
38,011
+10,020
102
$8.48M 0.23%
55,924
+1,583
103
$8.44M 0.23%
212,271
+78,408
104
$8.4M 0.23%
158,371
+26,914
105
$8.27M 0.22%
247,314
106
$8.24M 0.22%
117,090
107
$8M 0.22%
26,356
-300
108
$7.88M 0.21%
93,756
+12,700
109
$7.8M 0.21%
16,706
-9,000
110
$7.8M 0.21%
86,971
+6,200
111
$7.76M 0.21%
56,018
-29,200
112
$7.65M 0.21%
13,567
+215
113
$7.38M 0.2%
53,914
114
$7.32M 0.2%
98,770
-8,105
115
$7.31M 0.2%
104,603
+1,860
116
$6.96M 0.19%
364,161
+119,079
117
$6.86M 0.19%
38,763
+1,081
118
$6.86M 0.19%
66,592
+1,040
119
$6.78M 0.18%
57,084
-6,817
120
$6.76M 0.18%
27,303
+584
121
$6.63M 0.18%
17,734
-100
122
$6.62M 0.18%
99,602
+25,026
123
$6.58M 0.18%
121,558
-23,258
124
$6.58M 0.18%
169,348
+162,545
125
$6.56M 0.18%
30,768
+28,600
3 4
5
6 7