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
326
$544K 0.05%
5,526
-100
327
$543K 0.05%
2,754
+200
328
$540K 0.05%
5,128
+300
329
$538K 0.05%
23,748
330
$533K 0.05%
22,900
331
$532K 0.05%
32,825
332
$531K 0.05%
2,718
333
$531K 0.05%
12,525
334
$529K 0.05%
4,234
335
$528K 0.05%
7,718
336
$527K 0.05%
8,334
337
$526K 0.05%
+5,204
338
$525K 0.05%
8,085
339
$523K 0.05%
12,503
340
$522K 0.05%
14,057
341
$521K 0.05%
3,967
342
$520K 0.05%
9,599
-8,800
343
$516K 0.05%
23,992
344
$516K 0.05%
12,882
345
$516K 0.05%
15,510
346
$511K 0.05%
18,792
+500
347
$510K 0.05%
7,071
348
$507K 0.05%
5,677
349
$506K 0.05%
218,000
+46,000
350
$504K 0.05%
8,739
+2,397
12 13
14
15 16