SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+2.57%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$682M
AUM Growth
+$20.8M
(+3.1%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
16.17%
Holding
792
New
42
Increased
172
Reduced
53
Closed
28
Top Buys
| 1 |
EMC
EMC CORPORATION
EMC
|
$2.06M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.12M |
| 3 |
Microsoft
MSFT
|
$1.07M |
| 4 |
Power Integrations
POWI
|
$1.04M |
| 5 |
Comcast
CMCSA
|
$664K |
Top Sells
| 1 |
Apple
AAPL
|
$2.65M |
| 2 |
APA Corp
APA
|
$2.1M |
| 3 |
Bread Financial
BFH
|
$1.4M |
| 4 |
HP
HPQ
|
$1.17M |
| 5 |
Vodafone
VOD
|
$1.09M |
Sector Composition
| 1 | Technology | 18.7% |
| 2 | Healthcare | 15.08% |
| 3 | Financials | 12.21% |
| 4 | Industrials | 9.96% |
| 5 | Energy | 7.97% |
