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
501
$327K 0.03%
16,790
502
$326K 0.03%
3,654
503
$325K 0.03%
6,224
504
$323K 0.03%
9,884
505
$320K 0.03%
3,009
-1,460
506
$320K 0.03%
5,879
507
$320K 0.03%
5,614
508
$319K 0.03%
8,775
509
$318K 0.03%
3,980
510
$318K 0.03%
17,046
511
$316K 0.03%
2,835
512
$316K 0.03%
22,000
513
$315K 0.03%
13,600
-500
514
$312K 0.03%
4,031
515
$312K 0.03%
2,863
516
$312K 0.03%
3,314
517
$311K 0.03%
3,502
518
$309K 0.03%
12,202
+400
519
$309K 0.03%
8,456
520
$305K 0.03%
6,386
-647
521
$305K 0.03%
28,361
-5
522
$303K 0.03%
5,778
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523
$303K 0.03%
10,831
524
$302K 0.03%
17,884
525
$302K 0.03%
+10,090
19 20
21
22 23