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
351
$473K 0.07%
5,027
352
$472K 0.07%
24,604
353
$469K 0.07%
6,091
354
$466K 0.07%
23,444
355
$466K 0.07%
17,219
-750
356
$465K 0.07%
+4,766
357
$464K 0.07%
8,699
+1,442
358
$464K 0.07%
13,086
359
$462K 0.07%
5,215
360
$462K 0.07%
46,665
+2,505
361
$462K 0.07%
19,444
362
$460K 0.07%
7,348
363
$457K 0.07%
8,200
364
$457K 0.07%
5,028
365
$457K 0.07%
12,097
366
$457K 0.07%
8,692
367
$452K 0.07%
7,212
368
$451K 0.07%
10,991
369
$450K 0.07%
7,790
370
$449K 0.07%
14,000
+2,196
371
$449K 0.07%
5,190
372
$449K 0.07%
22,600
+5,500
373
$448K 0.07%
5,772
374
$448K 0.07%
5,812
-5,301
375
$448K 0.07%
4,000
13 14
15
16 17