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
176
$979K 0.11%
5,568
+342
177
$978K 0.11%
19,522
+1,983
178
$969K 0.11%
22,670
179
$967K 0.11%
19,334
180
$962K 0.11%
18,425
181
$945K 0.1%
19,479
+1,300
182
$944K 0.1%
8,136
+370
183
$941K 0.1%
17,830
184
$940K 0.1%
24,014
185
$938K 0.1%
19,406
186
$934K 0.1%
11,344
+307
187
$933K 0.1%
13,251
+1,200
188
$917K 0.1%
20,784
+1,498
189
$916K 0.1%
18,752
190
$905K 0.1%
13,573
+2,249
191
$905K 0.1%
28,731
192
$891K 0.1%
6,527
193
$874K 0.1%
52,600
+13,600
194
$845K 0.09%
26,997
-100
195
$843K 0.09%
24,450
196
$842K 0.09%
19,513
197
$840K 0.09%
26,454
+2,130
198
$839K 0.09%
+7,970
199
$838K 0.09%
17,140
200
$823K 0.09%
29,031
6 7
8
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