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
301
$587K 0.06%
+5,270
302
$586K 0.06%
5,269
303
$585K 0.06%
4,916
304
$584K 0.06%
28,043
305
$584K 0.06%
60,866
306
$584K 0.06%
12,480
+1,260
307
$583K 0.06%
7,606
308
$581K 0.06%
5,304
309
$578K 0.06%
16,983
-400
310
$572K 0.06%
13,752
311
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7,500
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312
$569K 0.06%
10,598
313
$568K 0.05%
15,374
314
$567K 0.05%
12,300
315
$563K 0.05%
6,581
316
$563K 0.05%
12,787
317
$562K 0.05%
13,129
318
$561K 0.05%
8,308
-1,800
319
$558K 0.05%
16,518
320
$552K 0.05%
14,412
321
$550K 0.05%
25,655
322
$547K 0.05%
22,856
323
$546K 0.05%
16,959
+2,201
324
$545K 0.05%
16,366
-700
325
$545K 0.05%
6,147
11 12
13
14 15