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
176
$3.91M 0.11%
16,906
-502
177
$3.9M 0.11%
82,383
-150
178
$3.9M 0.11%
73,052
+2,473
179
$3.89M 0.11%
7,533
+1,900
180
$3.89M 0.11%
38,791
-4
181
$3.82M 0.1%
51,584
182
$3.81M 0.1%
17,033
+541
183
$3.79M 0.1%
24,897
184
$3.65M 0.1%
17,326
+9,875
185
$3.65M 0.1%
7,568
186
$3.64M 0.1%
17,754
+2,298
187
$3.58M 0.1%
16,985
-12,370
188
$3.57M 0.1%
1,204
189
$3.56M 0.1%
11,062
+368
190
$3.55M 0.1%
80,478
-5,000
191
$3.49M 0.09%
17,769
-38
192
$3.48M 0.09%
18,109
+726
193
$3.45M 0.09%
136,061
-10,000
194
$3.4M 0.09%
34,125
195
$3.37M 0.09%
66,653
+1,819
196
$3.37M 0.09%
26,002
-1,300
197
$3.36M 0.09%
56,902
198
$3.34M 0.09%
21,489
+779
199
$3.29M 0.09%
35,776
-20,135
200
$3.22M 0.09%
7,217
6 7
8
9 10