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
476
$345K 0.03%
+17,781
477
$345K 0.03%
8,065
478
$344K 0.03%
32,212
479
$342K 0.03%
6,200
480
$342K 0.03%
2,743
481
$342K 0.03%
4,653
482
$341K 0.03%
48,905
483
$340K 0.03%
3,811
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484
$340K 0.03%
13,841
485
$340K 0.03%
4,336
486
$340K 0.03%
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487
$340K 0.03%
+35,000
488
$339K 0.03%
8,295
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489
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490
$335K 0.03%
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491
$333K 0.03%
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492
$332K 0.03%
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493
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+5,451
494
$330K 0.03%
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495
$329K 0.03%
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496
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4,206
497
$328K 0.03%
7,700
498
$328K 0.03%
3,714
499
$327K 0.03%
22,537
500
$327K 0.03%
14,516
18 19
20
21 22