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
426
$387K 0.06%
11,802
427
$387K 0.06%
12,510
+1,353
428
$386K 0.06%
8,197
429
$383K 0.06%
18,369
430
$381K 0.06%
+9,900
431
$380K 0.06%
4,770
-1,600
432
$380K 0.06%
7,249
433
$378K 0.06%
3,850
434
$377K 0.06%
8,521
435
$376K 0.06%
12,545
436
$376K 0.06%
8,300
+3,400
437
$375K 0.06%
7,482
438
$375K 0.06%
8,577
439
$373K 0.05%
10,900
440
$373K 0.05%
5,710
+300
441
$370K 0.05%
10,036
+1,017
442
$370K 0.05%
39,152
443
$369K 0.05%
2,476
444
$368K 0.05%
6,627
445
$368K 0.05%
3,453
446
$367K 0.05%
15,000
447
$366K 0.05%
31,610
448
$364K 0.05%
9,231
449
$363K 0.05%
5,614
450
$361K 0.05%
2,046
+310
16 17
18
19 20