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
476
$333K 0.05%
5,512
477
$333K 0.05%
+3,675
478
$332K 0.05%
51,590
+4,500
479
$332K 0.05%
11,452
480
$332K 0.05%
34,335
+10,500
481
$331K 0.05%
7,605
482
$329K 0.05%
8,985
483
$328K 0.05%
10,832
484
$328K 0.05%
5,450
485
$327K 0.05%
4,953
486
$325K 0.05%
26,300
487
$325K 0.05%
5,663
488
$325K 0.05%
7,026
489
$325K 0.05%
10,077
490
$325K 0.05%
4,916
491
$324K 0.05%
3,141
492
$323K 0.05%
14,814
+800
493
$321K 0.05%
27,744
+1,812
494
$320K 0.05%
6,341
495
$320K 0.05%
3,422
+201
496
$319K 0.05%
10,454
497
$317K 0.05%
26,800
+5,600
498
$316K 0.05%
6,194
499
$316K 0.05%
+5,381
500
$315K 0.05%
11,880
18 19
20
21 22