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
$1B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.5M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.98M
5
UPS icon
United Parcel Service
UPS
+$2.9M

Top Sells

1
+$10.9M
2
+$5.4M
3
+$3.97M
4
HPQ icon
HP
HPQ
+$1.8M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.59M

Sector Composition

1 Technology 20.05%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.81%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$677K 0.07%
2,735
+900
252
$670K 0.06%
17,837
253
$667K 0.06%
37,600
254
$666K 0.06%
9,136
255
$666K 0.06%
23,309
256
$664K 0.06%
21,254
-12
257
$663K 0.06%
10,699
+400
258
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9,492
-4,719
259
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6,884
260
$659K 0.06%
13,065
261
$658K 0.06%
41,800
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262
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263
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264
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7,209
265
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64,012
266
$651K 0.06%
11,166
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267
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268
$649K 0.06%
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269
$646K 0.06%
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270
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486
271
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272
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273
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10,834
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274
$639K 0.06%
7,581
275
$635K 0.06%
8,277
9 10
11
12 13