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
576
$271K 0.04%
1,073
577
$270K 0.04%
7,780
+400
578
$269K 0.04%
5,192
579
$269K 0.04%
67,000
580
$268K 0.04%
+11,200
581
$268K 0.04%
3,155
582
$268K 0.04%
6,508
583
$267K 0.04%
5,614
584
$267K 0.04%
6,743
+557
585
$267K 0.04%
21,215
586
$267K 0.04%
15,807
587
$267K 0.04%
170
588
$266K 0.04%
2,440
589
$265K 0.04%
4,332
590
$265K 0.04%
1,289
591
$264K 0.04%
7,188
592
$264K 0.04%
4,587
593
$264K 0.04%
11,329
594
$263K 0.04%
11,545
595
$262K 0.04%
3,484
596
$261K 0.04%
13,242
597
$260K 0.04%
+7,492
598
$260K 0.04%
3,532
599
$259K 0.04%
15,812
600
$259K 0.04%
4,245
22 23
24
25 26