SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
1
$41.7M 4.59%
1,511,756
+40,956
2
$33.4M 3.68%
651,401
+25,656
3
$22.8M 2.51%
516,201
+28,975
4
$20.1M 2.22%
647,140
+51,540
5
$18.5M 2.04%
205,766
+38,706
6
$16.5M 1.82%
547,914
+42,578
7
$13.6M 1.5%
531,480
+24,340
8
$13.3M 1.47%
135,848
+7,395
9
$12.3M 1.36%
165,738
-9,535
10
$11.7M 1.28%
136,263
11
$10.7M 1.18%
175,418
+12,284
12
$9.43M 1.04%
119,593
+16,135
13
$9.18M 1.01%
84,907
+3,334
14
$8.82M 0.97%
162,089
+2,419
15
$8.81M 0.97%
309,966
+21,326
16
$8.72M 0.96%
332,027
+25,225
17
$8.06M 0.89%
149,966
-7,424
18
$7.29M 0.8%
87,707
-51,295
19
$7.12M 0.78%
51,436
+4,936
20
$6.69M 0.74%
57,957
+1,143
21
$6.44M 0.71%
103,109
22
$6.3M 0.69%
156,544
+2,240
23
$6.13M 0.67%
44,211
+2,719
24
$6.06M 0.67%
139,237
+4,845
25
$5.86M 0.65%
103,121
+16,472
1
2 3 4 5