SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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 20.06%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.78%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.83M 0.66%
147,743
+8,506
27
$6.51M 0.63%
120,339
+11,151
28
$6.3M 0.61%
38,994
+2,530
29
$6.23M 0.6%
64,758
+30,133
30
$5.86M 0.57%
44,499
+288
31
$5.72M 0.55%
57,882
+3,880
32
$5.53M 0.53%
212,744
+1,167
33
$5.31M 0.51%
51,243
+1,200
34
$5.24M 0.51%
372,058
+182,276
35
$5.09M 0.49%
58,238
+597
36
$5.08M 0.49%
69,862
+1,937
37
$5.03M 0.49%
27,890
-5,328
38
$5M 0.48%
48,632
+2,734
39
$4.94M 0.48%
90,185
-3,657
40
$4.8M 0.46%
15,676
-513
41
$4.78M 0.46%
34,302
42
$4.73M 0.46%
105,389
+3,888
43
$4.62M 0.45%
31,930
+6,050
44
$4.44M 0.43%
263,883
-9,644
45
$4.37M 0.42%
34,673
-598
46
$4.22M 0.41%
35,740
+490
47
$4.12M 0.4%
88,162
+8,072
48
$4.08M 0.39%
88,494
+4,000
49
$4.01M 0.39%
3,147
50
$3.94M 0.38%
63,182