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
551
$287K 0.04%
15,949
552
$287K 0.04%
33,300
553
$286K 0.04%
2,515
+235
554
$285K 0.04%
20,000
555
$285K 0.04%
1,691
556
$285K 0.04%
10,876
557
$285K 0.04%
4,296
558
$285K 0.04%
5,222
559
$283K 0.04%
8,000
-3,859
560
$282K 0.04%
8,198
561
$282K 0.04%
17,603
562
$281K 0.04%
6,767
563
$281K 0.04%
7,043
564
$281K 0.04%
2,843
565
$281K 0.04%
4,322
566
$280K 0.04%
2,276
+381
567
$280K 0.04%
5,073
+542
568
$277K 0.04%
8,776
569
$275K 0.04%
2,212
-2,500
570
$275K 0.04%
6,489
571
$275K 0.04%
10,833
-1,400
572
$274K 0.04%
2,817
573
$273K 0.04%
3,677
574
$271K 0.04%
4,379
575
$271K 0.04%
+10,500
21 22
23
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