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
151
$1.2M 0.13%
80,376
-13,400
152
$1.2M 0.13%
17,893
+400
153
$1.19M 0.13%
38,648
+4,913
154
$1.18M 0.13%
30,142
155
$1.17M 0.13%
24,192
+1,856
156
$1.17M 0.13%
6,654
157
$1.14M 0.13%
16,668
+1,829
158
$1.14M 0.12%
28,376
159
$1.13M 0.12%
19,665
+476
160
$1.12M 0.12%
+43,140
161
$1.12M 0.12%
29,827
+3,081
162
$1.11M 0.12%
24,692
+970
163
$1.1M 0.12%
13,479
-345
164
$1.09M 0.12%
12,574
165
$1.07M 0.12%
25,632
166
$1.06M 0.12%
13,327
+978
167
$1.06M 0.12%
20,468
168
$1.05M 0.12%
14,211
+700
169
$1.02M 0.11%
14,174
170
$1.02M 0.11%
28,214
+1,000
171
$1.02M 0.11%
18,399
172
$1.01M 0.11%
18,657
-51,198
173
$1.01M 0.11%
60,050
+23,025
174
$1M 0.11%
12,604
175
$999K 0.11%
11,798
5 6
7
8 9