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
701
$210K 0.03%
3,507
+304
702
$210K 0.03%
7,358
703
$210K 0.03%
4,730
704
$210K 0.03%
1,413
705
$209K 0.03%
1,937
706
$209K 0.03%
+5,887
707
$208K 0.03%
6,072
-6,072
708
$208K 0.03%
+2,047
709
$208K 0.03%
+5,016
710
$207K 0.03%
8,233
711
$207K 0.03%
8,829
712
$207K 0.03%
4,654
713
$207K 0.03%
2,735
714
$206K 0.03%
4,846
715
$206K 0.03%
23,748
716
$206K 0.03%
526
717
$205K 0.03%
3,031
718
$205K 0.03%
+6,177
719
$205K 0.03%
3,772
720
$205K 0.03%
2,460
721
$204K 0.03%
+3,820
722
$203K 0.03%
+4,618
723
$203K 0.03%
+3,444
724
$202K 0.03%
+4,109
725
$202K 0.03%
+5,713
27 28
29
30 31