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
51
$2.91M 0.43%
48,157
52
$2.91M 0.43%
23,178
+1,000
53
$2.84M 0.42%
40,344
-8,400
54
$2.83M 0.42%
15,153
+343
55
$2.75M 0.4%
186,928
-79,441
56
$2.68M 0.39%
85,924
57
$2.66M 0.39%
93,018
58
$2.46M 0.36%
33,720
59
$2.44M 0.36%
45,330
+330
60
$2.37M 0.35%
25,246
+920
61
$2.36M 0.35%
7,708
+599
62
$2.34M 0.34%
32,879
+700
63
$2.3M 0.34%
133,778
+800
64
$2.27M 0.33%
17,335
65
$2.27M 0.33%
97,575
+5,688
66
$2.21M 0.32%
46,400
67
$2.2M 0.32%
61,562
+1,302
68
$2.17M 0.32%
20,574
69
$2.17M 0.32%
25,590
70
$2.17M 0.32%
28,925
+5,100
71
$2.15M 0.32%
100,000
72
$2.04M 0.3%
31,339
+500
73
$2.04M 0.3%
76,218
74
$1.99M 0.29%
17,103
+1,272
75
$1.94M 0.28%
25,773
+3,200
1 2
3
4 5