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
201
$822K 0.09%
11,903
+2,197
202
$817K 0.09%
10,587
203
$812K 0.09%
26,000
204
$812K 0.09%
9,221
205
$801K 0.09%
13,334
+1,600
206
$796K 0.09%
2,930
207
$789K 0.09%
17,580
-7,200
208
$786K 0.09%
6,700
209
$779K 0.09%
13,384
+2,800
210
$778K 0.09%
2,734
211
$777K 0.09%
4,481
212
$776K 0.09%
5,568
+963
213
$766K 0.08%
14,135
214
$765K 0.08%
21,708
+12,367
215
$764K 0.08%
9,625
+1,313
216
$760K 0.08%
39,012
+2,760
217
$760K 0.08%
17,800
+3,600
218
$759K 0.08%
19,962
-4,000
219
$748K 0.08%
6,824
+130
220
$747K 0.08%
1,595
221
$745K 0.08%
83,000
222
$743K 0.08%
12,958
223
$742K 0.08%
18,284
224
$739K 0.08%
9,620
225
$738K 0.08%
1,197,440
7 8
9
10 11