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
126
$6.38M 0.17%
101,165
+96,000
127
$6.15M 0.17%
42,328
128
$6.13M 0.17%
27,100
-160
129
$6.04M 0.16%
18,351
+10,000
130
$5.87M 0.16%
66,942
+1,078
131
$5.86M 0.16%
198,100
132
$5.84M 0.16%
26,119
+531
133
$5.72M 0.16%
77,613
134
$5.72M 0.16%
171,172
135
$5.71M 0.16%
50,344
+2,048
136
$5.63M 0.15%
55,979
-36,701
137
$5.52M 0.15%
70,761
138
$5.44M 0.15%
18,205
139
$5.34M 0.14%
49,979
140
$5.34M 0.14%
74,411
-206
141
$5.32M 0.14%
44,911
-4
142
$5.29M 0.14%
10,853
143
$5.24M 0.14%
53,608
144
$5.18M 0.14%
37,860
-74
145
$5.13M 0.14%
17,484
146
$4.95M 0.13%
119,154
-1,301
147
$4.94M 0.13%
21,301
+112
148
$4.89M 0.13%
18,130
149
$4.86M 0.13%
173,650
-59,803
150
$4.84M 0.13%
150,340
4 5
6
7 8