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
676
$220K 0.03%
3,038
677
$220K 0.03%
8,025
678
$220K 0.03%
3,788
679
$219K 0.03%
3,670
680
$217K 0.03%
6,890
681
$217K 0.03%
+6,192
682
$217K 0.03%
8,709
683
$217K 0.03%
4,978
684
$216K 0.03%
3,525
685
$216K 0.03%
4,500
686
$215K 0.03%
3,760
687
$215K 0.03%
15,255
-61,725
688
$215K 0.03%
+5,131
689
$214K 0.03%
+3,702
690
$213K 0.03%
4,902
691
$213K 0.03%
9,578
692
$213K 0.03%
23,743
693
$213K 0.03%
6,414
694
$213K 0.03%
6,833
-166
695
$213K 0.03%
15,558
696
$211K 0.03%
12,436
697
$211K 0.03%
+5,886
698
$211K 0.03%
19,540
699
$211K 0.03%
7,962
700
$210K 0.03%
3,805
26 27
28
29 30