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
276
$634K 0.06%
12,043
+140
277
$633K 0.06%
385
278
$631K 0.06%
23,657
279
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280
$628K 0.06%
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281
$628K 0.06%
7,759
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282
$618K 0.06%
11,497
283
$618K 0.06%
8,734
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284
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285
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7,834
286
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17,252
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287
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288
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289
$606K 0.06%
9,617
290
$606K 0.06%
7,303
291
$605K 0.06%
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292
$604K 0.06%
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293
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294
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11,880
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295
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296
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297
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9,425
298
$592K 0.06%
21,400
299
$590K 0.06%
3,386
300
$590K 0.06%
6,922
10 11
12
13 14