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
251
$629K 0.09%
4,744
252
$628K 0.09%
6,881
253
$627K 0.09%
72,106
+1,638
254
$622K 0.09%
7,592
255
$619K 0.09%
7,770
256
$619K 0.09%
14,789
257
$618K 0.09%
18,690
+116
258
$614K 0.09%
10,916
+925
259
$613K 0.09%
9,703
260
$605K 0.09%
18,530
261
$604K 0.09%
35,779
262
$601K 0.09%
10,164
263
$601K 0.09%
30,000
264
$599K 0.09%
13,670
265
$597K 0.09%
8,455
266
$594K 0.09%
6,061
-4,907
267
$594K 0.09%
10,881
268
$593K 0.09%
11,850
+980
269
$593K 0.09%
16,521
270
$593K 0.09%
20,274
271
$592K 0.09%
8,907
272
$592K 0.09%
70,803
273
$588K 0.09%
16,546
274
$588K 0.09%
11,587
+849
275
$584K 0.09%
8,585