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
$1B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.5M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.98M
5
UPS icon
United Parcel Service
UPS
+$2.9M

Top Sells

1
+$10.9M
2
+$5.4M
3
+$3.97M
4
HPQ icon
HP
HPQ
+$1.8M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.59M

Sector Composition

1 Technology 20.06%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.78%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.04M 0.2%
16,246
+701
102
$2M 0.19%
20,946
+684
103
$1.96M 0.19%
50,312
104
$1.96M 0.19%
59,800
+1,156
105
$1.96M 0.19%
47,860
106
$1.96M 0.19%
20,126
-200
107
$1.94M 0.19%
78,318
108
$1.93M 0.19%
45,625
+2,944
109
$1.93M 0.19%
50,512
110
$1.93M 0.19%
19,284
-3,936
111
$1.91M 0.19%
93,603
+17,178
112
$1.91M 0.18%
10,088
-100
113
$1.84M 0.18%
108,990
+9,270
114
$1.84M 0.18%
19,042
+1,191
115
$1.8M 0.17%
26,958
-121
116
$1.8M 0.17%
17,535
+10
117
$1.79M 0.17%
26,024
+4,096
118
$1.76M 0.17%
17,845
+4,196
119
$1.75M 0.17%
9,351
+784
120
$1.73M 0.17%
44,550
+5,902
121
$1.71M 0.17%
28,450
+7,318
122
$1.68M 0.16%
31,303
+7,111
123
$1.66M 0.16%
39,036
124
$1.65M 0.16%
32,265
+1,500
125
$1.62M 0.16%
50,313
+7,173
3 4
5
6 7