SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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 20.06%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.78%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$300K 0.03%
10,469
527
$300K 0.03%
4,762
528
$299K 0.03%
15,965
529
$298K 0.03%
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$298K 0.03%
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531
$298K 0.03%
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532
$296K 0.03%
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533
$296K 0.03%
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534
$296K 0.03%
9,056
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535
$296K 0.03%
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536
$295K 0.03%
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537
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538
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539
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540
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541
$292K 0.03%
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542
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546
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547
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548
$290K 0.03%
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549
$289K 0.03%
5,754
550
$289K 0.03%
3,720
20 21
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