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
126
$1.51M 0.17%
25,090
127
$1.5M 0.17%
32,277
128
$1.49M 0.16%
10,337
+200
129
$1.49M 0.16%
21,928
+4,152
130
$1.47M 0.16%
8,567
+1,003
131
$1.45M 0.16%
40,831
+1,306
132
$1.45M 0.16%
30,765
+1,500
133
$1.43M 0.16%
30,191
-300
134
$1.42M 0.16%
58,216
135
$1.37M 0.15%
7
136
$1.35M 0.15%
21,970
137
$1.34M 0.15%
15,930
+10,499
138
$1.31M 0.14%
14,903
139
$1.31M 0.14%
200,600
+5,000
140
$1.28M 0.14%
29,629
-700
141
$1.27M 0.14%
13,144
+31
142
$1.27M 0.14%
21,132
+3,026
143
$1.26M 0.14%
+17,010
144
$1.25M 0.14%
+12,708
145
$1.25M 0.14%
35,907
+546
146
$1.24M 0.14%
21,671
+1,598
147
$1.24M 0.14%
17,179
-15,600
148
$1.23M 0.14%
13,649
+3,335
149
$1.22M 0.13%
57,569
-1,037
150
$1.22M 0.13%
30,303
4 5
6
7 8