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
$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 18.68%
2 Healthcare 15.08%
3 Financials 12.21%
4 Industrials 9.88%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$583K 0.09%
19,179
277
$582K 0.09%
+13,572
278
$582K 0.09%
4,915
279
$577K 0.08%
119
+6
280
$577K 0.08%
7,720
281
$574K 0.08%
13,351
282
$572K 0.08%
9,717
283
$570K 0.08%
10,122
284
$568K 0.08%
7,824
285
$563K 0.08%
7,093
286
$560K 0.08%
8,200
287
$559K 0.08%
8,124
+900
288
$557K 0.08%
5,449
289
$552K 0.08%
11,372
290
$552K 0.08%
25,000
291
$550K 0.08%
15,073
292
$549K 0.08%
9,691
293
$548K 0.08%
12,371
294
$547K 0.08%
9,909
295
$546K 0.08%
9,730
+464
296
$546K 0.08%
17,756
297
$545K 0.08%
4,035
-1,000
298
$541K 0.08%
3,067
299
$538K 0.08%
10,126
+104
300
$537K 0.08%
16,771
+2,811
10 11
12
13 14