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
51
$3.93M 0.38%
107,529
52
$3.93M 0.38%
26,301
+1,999
53
$3.71M 0.36%
51,117
+2,342
54
$3.64M 0.35%
68,754
+12,469
55
$3.6M 0.35%
69,616
-14,966
56
$3.55M 0.34%
59,136
+11,700
57
$3.51M 0.34%
52,751
+200
58
$3.51M 0.34%
10,296
+275
59
$3.5M 0.34%
81,405
-200
60
$3.38M 0.33%
55,982
+572
61
$3.36M 0.32%
6,187
+219
62
$3.35M 0.32%
29,294
+271
63
$3.35M 0.32%
66,461
+638
64
$3.3M 0.32%
47,330
+1,090
65
$3.23M 0.31%
70,511
+11,188
66
$3.2M 0.31%
74,984
+21
67
$3.13M 0.3%
16,550
68
$3.06M 0.3%
44,433
+4,284
69
$3.01M 0.29%
32,008
70
$2.99M 0.29%
27,640
+1,145
71
$2.94M 0.28%
48,537
+5,184
72
$2.94M 0.28%
34,730
+3,588
73
$2.93M 0.28%
22,190
-39
74
$2.91M 0.28%
80,336
+69,315
75
$2.88M 0.28%
90,524
-7,400