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
76
$1.89M 0.28%
44,437
+1,155
77
$1.89M 0.28%
15,093
+300
78
$1.87M 0.27%
29,360
79
$1.85M 0.27%
53,437
+4,479
80
$1.84M 0.27%
1,543
+139
81
$1.84M 0.27%
34,227
+300
82
$1.81M 0.27%
59,482
+1,897
83
$1.78M 0.26%
37,376
+2,400
84
$1.78M 0.26%
16,822
+292
85
$1.76M 0.26%
47,988
+3,466
86
$1.75M 0.26%
68,715
+2,700
87
$1.75M 0.26%
26,958
88
$1.73M 0.25%
124,380
-24,390
89
$1.67M 0.25%
34,353
+675
90
$1.59M 0.23%
32,756
+434
91
$1.59M 0.23%
49,754
+3,684
92
$1.57M 0.23%
19,379
+1,053
93
$1.55M 0.23%
29,813
94
$1.49M 0.22%
19,543
+3,750
95
$1.44M 0.21%
43,156
+400
96
$1.42M 0.21%
58,772
97
$1.4M 0.21%
20,827
+323
98
$1.39M 0.2%
30,191
99
$1.37M 0.2%
16,780
+100
100
$1.37M 0.2%
57,416
2 3
4
5 6