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
$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 18.7%
2 Healthcare 15.08%
3 Financials 12.21%
4 Industrials 9.86%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$245K 0.04%
3,794
627
$245K 0.04%
31,124
628
$244K 0.04%
6,439
629
$244K 0.04%
11,792
630
$243K 0.04%
4,683
631
$243K 0.04%
2,676
+239
632
$243K 0.04%
8,974
633
$243K 0.04%
8,628
634
$243K 0.04%
7,747
635
$242K 0.04%
14,132
636
$241K 0.04%
4,594
+448
637
$241K 0.04%
2,206
+96
638
$240K 0.04%
5,087
639
$240K 0.04%
7,927
640
$239K 0.04%
+2,705
641
$239K 0.04%
693
642
$239K 0.04%
10,846
643
$238K 0.03%
4,187
-5,400
644
$237K 0.03%
3,409
645
$236K 0.03%
9,029
+278
646
$236K 0.03%
5,048
647
$236K 0.03%
6,583
648
$235K 0.03%
3,961
-1,500
649
$234K 0.03%
2,860
650
$234K 0.03%
11,257
24 25
26
27 28