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
401
$415K 0.06%
5,275
402
$415K 0.06%
7,683
-600
403
$414K 0.06%
4,359
404
$410K 0.06%
8,392
405
$410K 0.06%
12,220
406
$409K 0.06%
19,077
407
$409K 0.06%
10,175
+30
408
$408K 0.06%
19,948
409
$407K 0.06%
20,387
+2,150
410
$405K 0.06%
11,989
411
$403K 0.06%
7,700
412
$402K 0.06%
26,166
413
$401K 0.06%
7,146
414
$399K 0.06%
5,893
+172
415
$399K 0.06%
6,300
416
$399K 0.06%
6,465
-700
417
$397K 0.06%
9,906
+962
418
$395K 0.06%
+7,799
419
$395K 0.06%
6,690
420
$395K 0.06%
12,610
421
$394K 0.06%
10,668
422
$393K 0.06%
5,658
423
$392K 0.06%
22,075
424
$390K 0.06%
7,986
425
$389K 0.06%
15,739
15 16
17
18 19