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
101
$1.36M 0.2%
63,596
102
$1.35M 0.2%
28,925
+579
103
$1.35M 0.2%
34,887
+6,400
104
$1.34M 0.2%
33,705
105
$1.32M 0.19%
18,925
106
$1.3M 0.19%
39,558
+31,504
107
$1.28M 0.19%
10,418
108
$1.28M 0.19%
19,119
-800
109
$1.27M 0.19%
22,551
110
$1.23M 0.18%
15,490
111
$1.22M 0.18%
13,241
-300
112
$1.21M 0.18%
22,751
+680
113
$1.19M 0.17%
6,455
+95
114
$1.19M 0.17%
33,108
-1,227
115
$1.19M 0.17%
21,980
+6,600
116
$1.19M 0.17%
9,858
117
$1.17M 0.17%
17,178
+1,589
118
$1.16M 0.17%
56,549
+3,201
119
$1.16M 0.17%
5,774
120
$1.15M 0.17%
25,178
+12,500
121
$1.14M 0.17%
15,018
122
$1.13M 0.17%
9,468
123
$1.12M 0.16%
31,742
+1,600
124
$1.09M 0.16%
12,867
+400
125
$1.09M 0.16%
28,034
3 4
5
6 7