SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
-2.93%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$2.1B
AUM Growth
-$119M
(-5.3%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
29.7%
Holding
738
New
29
Increased
102
Reduced
244
Closed
57
Top Buys
| 1 |
PayPal
PYPL
|
$4.39M |
| 2 |
HP
HPQ
|
$3.5M |
| 3 |
Johnson & Johnson
JNJ
|
$3.43M |
| 4 |
Amazon
AMZN
|
$3.21M |
| 5 |
Charles Schwab
SCHW
|
$3.18M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$7.2M |
| 2 |
Apple
AAPL
|
$5.44M |
| 3 |
Parker-Hannifin
PH
|
$4.37M |
| 4 |
General Motors
GM
|
$3.68M |
| 5 |
Fiserv
FI
|
$3.58M |
Sector Composition
| 1 | Technology | 35.98% |
| 2 | Consumer Discretionary | 12.52% |
| 3 | Healthcare | 11.1% |
| 4 | Communication Services | 10.99% |
| 5 | Consumer Staples | 7.53% |
