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
726
$200K 0.03%
+3,075
727
$196K 0.03%
14,192
728
$195K 0.03%
15,931
729
$194K 0.03%
19,089
+7,500
730
$192K 0.03%
14,892
731
$186K 0.03%
14,100
+3,200
732
$185K 0.03%
11,346
+1,200
733
$184K 0.03%
7,400
734
$181K 0.03%
15,881
735
$181K 0.03%
14,000
736
$178K 0.03%
16,331
+3,100
737
$178K 0.03%
16,386
738
$174K 0.03%
+10,184
739
$173K 0.03%
14,708
740
$172K 0.03%
11,820
741
$172K 0.03%
12,888
742
$166K 0.02%
15,261
743
$160K 0.02%
10,340
744
$160K 0.02%
14,084
745
$159K 0.02%
+14,000
746
$157K 0.02%
11,743
747
$156K 0.02%
11,526
748
$155K 0.02%
11,590
749
$154K 0.02%
12,045
750
$154K 0.02%
12,873
+1,300
28 29
30
31 32