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
326
$497K 0.07%
8,514
327
$497K 0.07%
13,027
328
$495K 0.07%
4,700
329
$492K 0.07%
4,591
330
$490K 0.07%
19,558
331
$488K 0.07%
19,700
332
$488K 0.07%
8,334
333
$487K 0.07%
2,981
334
$487K 0.07%
13,837
335
$485K 0.07%
13,132
336
$484K 0.07%
13,033
337
$484K 0.07%
6,840
+760
338
$484K 0.07%
7,649
339
$483K 0.07%
15,032
+2,300
340
$480K 0.07%
7,255
341
$480K 0.07%
30,869
342
$480K 0.07%
+3,317
343
$479K 0.07%
10,165
344
$478K 0.07%
14,777
+2,400
345
$478K 0.07%
5,641
+1,400
346
$476K 0.07%
4,413
347
$475K 0.07%
8,482
+653
348
$475K 0.07%
1,215
349
$474K 0.07%
5,660
350
$473K 0.07%
6,477
12 13
14
15 16