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
$682M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.12M
3
+$1.07M
4
POWI icon
Power Integrations
POWI
+$1.04M
5
CMCSA icon
Comcast
CMCSA
+$664K

Top Sells

1
+$2.65M
2
+$2.1M
3
+$1.4M
4
HPQ icon
HP
HPQ
+$1.17M
5
VOD icon
Vodafone
VOD
+$1.09M

Sector Composition

1 Technology 18.7%
2 Healthcare 15.08%
3 Financials 12.21%
4 Industrials 9.86%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$653K 0.1%
7,257
227
$653K 0.1%
5,202
228
$652K 0.1%
8,949
229
$652K 0.1%
29,073
230
$651K 0.1%
10,966
231
$649K 0.1%
19,480
232
$648K 0.1%
8,998
233
$647K 0.09%
15,786
+273
234
$645K 0.09%
11,806
235
$644K 0.09%
6,194
236
$641K 0.09%
9,152
237
$640K 0.09%
16,656
238
$639K 0.09%
29,720
239
$639K 0.09%
7,905
240
$637K 0.09%
6,292
241
$636K 0.09%
8,823
242
$635K 0.09%
14,982
243
$633K 0.09%
9,399
244
$633K 0.09%
19,412
245
$633K 0.09%
4,916
246
$632K 0.09%
17,426
+6,400
247
$631K 0.09%
10,719
-1,400
248
$631K 0.09%
10,260
+300
249
$630K 0.09%
12,905
+2,672
250
$630K 0.09%
10,700
+100
8 9
10
11 12