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
601
$259K 0.04%
11,819
602
$258K 0.04%
3,173
603
$258K 0.04%
6,700
604
$257K 0.04%
6,247
605
$256K 0.04%
3,092
-25,326
606
$256K 0.04%
11,260
607
$256K 0.04%
16,444
608
$255K 0.04%
11,081
-2,500
609
$253K 0.04%
3,611
610
$253K 0.04%
11,005
611
$253K 0.04%
4,665
612
$252K 0.04%
8,792
+801
613
$250K 0.04%
4,420
614
$249K 0.04%
6,507
615
$249K 0.04%
3,540
616
$249K 0.04%
7,105
617
$249K 0.04%
10,056
618
$248K 0.04%
2,500
619
$248K 0.04%
3,582
620
$248K 0.04%
24,572
621
$247K 0.04%
+2,160
622
$246K 0.04%
7,028
623
$246K 0.04%
4,400
624
$246K 0.04%
13,024
625
$246K 0.04%
8,903
23 24
25
26 27