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
301
$536K 0.08%
8,533
302
$535K 0.08%
466
303
$535K 0.08%
5,497
304
$531K 0.08%
14,438
-29,648
305
$523K 0.08%
5,909
-524
306
$520K 0.08%
9,333
307
$520K 0.08%
12,352
308
$517K 0.08%
10,132
309
$515K 0.08%
7,223
310
$515K 0.08%
21,835
311
$514K 0.08%
16,231
312
$512K 0.08%
15,223
313
$511K 0.07%
8,683
314
$511K 0.07%
4,490
-100
315
$509K 0.07%
41,293
316
$504K 0.07%
20,229
317
$502K 0.07%
5,070
318
$501K 0.07%
5,519
+700
319
$500K 0.07%
16,911
320
$499K 0.07%
7,046
321
$498K 0.07%
31,580
322
$498K 0.07%
3,505
323
$498K 0.07%
10,957
324
$498K 0.07%
15,944
325
$498K 0.07%
13,358
11 12
13
14 15