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
526
$302K 0.04%
4,251
527
$301K 0.04%
2,183
528
$301K 0.04%
13,800
+4,000
529
$300K 0.04%
10,469
530
$299K 0.04%
5,131
-267
531
$299K 0.04%
8,800
532
$298K 0.04%
12,840
+1,211
533
$298K 0.04%
15,753
534
$298K 0.04%
3,667
535
$298K 0.04%
4,882
536
$298K 0.04%
+4,795
537
$297K 0.04%
+14,048
538
$297K 0.04%
17,806
539
$296K 0.04%
4,881
540
$296K 0.04%
5,002
541
$294K 0.04%
+9,200
542
$294K 0.04%
2,947
543
$293K 0.04%
2,287
544
$292K 0.04%
5,336
545
$292K 0.04%
6,842
546
$290K 0.04%
4,294
+625
547
$289K 0.04%
5,515
548
$289K 0.04%
14,825
-455
549
$289K 0.04%
31,636
550
$287K 0.04%
10,424
20 21
22
23 24