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
776
– –
-11,828
777
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-5,210
778
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-22,162
779
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-10,328
780
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-2,069
781
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-1,180
782
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-6,733
783
– –
-4,188
784
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-9,885
785
– –
-3,738
786
– –
-12,710
787
– –
-13,500
788
– –
-83,547
789
– –
-5,178
790
– –
-28,566
791
– –
-26,522
792
– –
-902
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