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
376
$446K 0.07%
9,061
+3,148
377
$446K 0.07%
25,000
378
$445K 0.07%
5,736
379
$445K 0.07%
27,132
380
$444K 0.07%
6,303
381
$444K 0.07%
8,385
382
$442K 0.06%
12,882
383
$441K 0.06%
6,414
+626
384
$440K 0.06%
15,416
385
$439K 0.06%
24,679
386
$439K 0.06%
15,394
387
$438K 0.06%
7,000
+1,700
388
$438K 0.06%
96,224
389
$435K 0.06%
+21,880
390
$433K 0.06%
11,580
391
$433K 0.06%
7,977
+891
392
$432K 0.06%
16,199
393
$423K 0.06%
9,884
394
$420K 0.06%
+33,948
395
$420K 0.06%
9,942
+885
396
$420K 0.06%
20,484
397
$419K 0.06%
34,000
+3,764
398
$419K 0.06%
6,346
399
$417K 0.06%
16,141
400
$415K 0.06%
11,687
+2,200
14 15
16
17 18