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
$1B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.5M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.98M
5
UPS icon
United Parcel Service
UPS
+$2.9M

Top Sells

1
+$10.9M
2
+$5.4M
3
+$3.97M
4
HPQ icon
HP
HPQ
+$1.8M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.59M

Sector Composition

1 Technology 20.06%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.78%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$200K 0.02%
+4,062
702
$195K 0.02%
14,532
703
$192K 0.02%
67,000
704
$184K 0.02%
10,040
705
$178K 0.02%
14,123
706
$177K 0.02%
11,271
+41
707
$176K 0.02%
13,218
708
$171K 0.02%
677
709
$170K 0.02%
13,351
710
$170K 0.02%
1,777
711
$169K 0.02%
13,984
712
$168K 0.02%
15,751
713
$168K 0.02%
853
714
$166K 0.02%
12,146
715
$157K 0.02%
+15,000
716
$153K 0.01%
+15,000
717
$150K 0.01%
15,595
718
$150K 0.01%
3,168
719
$148K 0.01%
15,104
720
$139K 0.01%
5,216
721
$138K 0.01%
13,108
722
$133K 0.01%
10,822
723
$131K 0.01%
16,403
724
$123K 0.01%
24,142
725
$114K 0.01%
+1,294
27 28
29
30 31