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
351
$504K 0.05%
16,922
352
$503K 0.05%
10,006
-3,900
353
$503K 0.05%
5,852
354
$503K 0.05%
8,114
355
$502K 0.05%
19,095
356
$501K 0.05%
10,381
357
$499K 0.05%
18,948
-1,200
358
$488K 0.05%
3,900
-500
359
$488K 0.05%
5,483
360
$486K 0.05%
71,000
361
$479K 0.05%
16,408
362
$478K 0.05%
2,454
363
$476K 0.05%
7,984
-5,400
364
$473K 0.05%
10,497
365
$466K 0.05%
5,949
366
$465K 0.05%
6,066
367
$464K 0.04%
48,800
368
$463K 0.04%
7,002
369
$461K 0.04%
7,679
370
$459K 0.04%
4,027
-11,150
371
$456K 0.04%
6,922
372
$456K 0.04%
4,919
+2,100
373
$455K 0.04%
16,046
-4,935
374
$455K 0.04%
17,134
375
$454K 0.04%
14,938
13 14
15
16 17