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
151
$4.83M 0.13%
37,275
+977
152
$4.82M 0.13%
49,664
+10,000
153
$4.81M 0.13%
141,474
-605
154
$4.78M 0.13%
27,044
155
$4.72M 0.13%
68,839
+1,513
156
$4.66M 0.13%
134,784
157
$4.64M 0.13%
33,303
-3,100
158
$4.61M 0.13%
15,437
159
$4.61M 0.13%
33,957
-5,000
160
$4.56M 0.12%
+140,494
161
$4.52M 0.12%
22,582
+574
162
$4.5M 0.12%
16,398
-93
163
$4.49M 0.12%
142,858
-14
164
$4.49M 0.12%
122,061
-322
165
$4.46M 0.12%
57,291
166
$4.45M 0.12%
7,622
167
$4.43M 0.12%
126,005
168
$4.32M 0.12%
19,172
-14,100
169
$4.32M 0.12%
11,191
170
$4.25M 0.12%
48,252
-10,318
171
$4.13M 0.11%
13,182
-13,000
172
$4.13M 0.11%
16,056
+11,500
173
$4.06M 0.11%
53,906
+12,900
174
$4.04M 0.11%
55,492
+1,956
175
$3.97M 0.11%
8,294
-7,500
5 6
7
8 9