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
651
$234K 0.03%
+11,369
652
$233K 0.03%
2,398
653
$233K 0.03%
2,079
+176
654
$232K 0.03%
+57,000
655
$231K 0.03%
10,603
656
$231K 0.03%
22,192
657
$231K 0.03%
3,352
658
$231K 0.03%
5,251
659
$230K 0.03%
5,131
660
$230K 0.03%
5,366
-1,700
661
$230K 0.03%
5,737
662
$229K 0.03%
+4,229
663
$229K 0.03%
7,045
664
$228K 0.03%
5,832
665
$227K 0.03%
18,564
666
$226K 0.03%
+4,321
667
$226K 0.03%
2,082
668
$225K 0.03%
3,542
669
$225K 0.03%
9,526
670
$225K 0.03%
19,813
+1,690
671
$223K 0.03%
+8,366
672
$223K 0.03%
+2,241
673
$223K 0.03%
3,410
674
$221K 0.03%
+7,900
675
$221K 0.03%
14,822
25 26
27
28 29