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
401
$423K 0.04%
4,360
+200
402
$423K 0.04%
2,175
403
$416K 0.04%
10,070
404
$414K 0.04%
66,330
405
$414K 0.04%
7,984
+290
406
$414K 0.04%
87,136
407
$413K 0.04%
13,261
408
$413K 0.04%
12,752
409
$412K 0.04%
23,032
410
$411K 0.04%
17,091
411
$411K 0.04%
21,469
+3,500
412
$411K 0.04%
6,828
413
$410K 0.04%
37,820
+1,332
414
$406K 0.04%
15,050
415
$405K 0.04%
86,741
+32,925
416
$405K 0.04%
9,507
417
$404K 0.04%
15,339
418
$403K 0.04%
14,740
419
$400K 0.04%
9,275
420
$398K 0.04%
25,150
+150
421
$398K 0.04%
6,762
422
$396K 0.04%
9,701
423
$395K 0.04%
26,297
424
$392K 0.04%
+5,659
425
$388K 0.04%
1,020
15 16
17
18 19