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
501
$315K 0.05%
4,812
502
$314K 0.05%
8,187
503
$314K 0.05%
3,532
504
$314K 0.05%
10,465
505
$313K 0.05%
17,347
506
$313K 0.05%
6,594
507
$313K 0.05%
2,282
508
$312K 0.05%
5,981
509
$311K 0.05%
10,000
510
$311K 0.05%
6,809
+628
511
$310K 0.05%
4,021
512
$310K 0.05%
6,492
513
$310K 0.05%
14,516
514
$309K 0.05%
6,633
515
$308K 0.05%
1,051
+63
516
$307K 0.05%
3,720
517
$307K 0.05%
4,828
518
$306K 0.04%
5,304
519
$305K 0.04%
5,322
520
$305K 0.04%
4,696
521
$305K 0.04%
22,956
522
$305K 0.04%
4,957
523
$304K 0.04%
680,000
+55,640
524
$303K 0.04%
12,752
525
$303K 0.04%
255
+27
19 20
21
22 23