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
451
$361K 0.03%
6,415
452
$361K 0.03%
5,621
453
$360K 0.03%
12,298
454
$360K 0.03%
8,409
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455
$358K 0.03%
20,710
456
$358K 0.03%
6,536
457
$357K 0.03%
18,689
458
$357K 0.03%
5,235
459
$356K 0.03%
41,106
-8,100
460
$356K 0.03%
22,396
461
$355K 0.03%
6,218
462
$354K 0.03%
2,669
463
$353K 0.03%
6,588
-2,100
464
$353K 0.03%
11,700
465
$352K 0.03%
5,182
466
$351K 0.03%
8,000
467
$351K 0.03%
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468
$350K 0.03%
4,460
469
$350K 0.03%
2,715
470
$347K 0.03%
3,762
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471
$347K 0.03%
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472
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10,200
473
$346K 0.03%
9,305
474
$345K 0.03%
5,755
+500
475
$345K 0.03%
10,151
17 18
19
20 21