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
426
$387K 0.04%
4,812
427
$386K 0.04%
12,621
428
$385K 0.04%
19,563
429
$385K 0.04%
11,112
430
$382K 0.04%
15,134
431
$381K 0.04%
8,743
432
$381K 0.04%
+14,750
433
$377K 0.04%
10,060
434
$377K 0.04%
8,378
+1,308
435
$376K 0.04%
14,412
-1
436
$376K 0.04%
14,360
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437
$373K 0.04%
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438
$371K 0.04%
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439
$371K 0.04%
43,147
440
$370K 0.04%
4,543
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441
$369K 0.04%
3,161
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442
$369K 0.04%
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443
$369K 0.04%
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444
$368K 0.04%
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445
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446
$365K 0.04%
3,930
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447
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8,018
448
$363K 0.04%
22,586
449
$362K 0.04%
8,022
450
$361K 0.03%
6,411
16 17
18
19 20