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
126
$1.07M 0.16%
13,479
-800
127
$1.07M 0.16%
16,011
128
$1.06M 0.16%
18,984
+1,698
129
$1.06M 0.16%
9,822
+311
130
$1.06M 0.16%
30,698
131
$1.06M 0.16%
26,765
132
$1.05M 0.15%
15,218
+313
133
$1.05M 0.15%
18,521
+1,430
134
$1.04M 0.15%
21,876
135
$1.03M 0.15%
6,770
+851
136
$1.03M 0.15%
73,932
137
$1.03M 0.15%
15,662
+1,246
138
$1.02M 0.15%
24,708
139
$1.01M 0.15%
7,972
140
$999K 0.15%
42,219
-25,751
141
$996K 0.15%
22,158
+979
142
$986K 0.14%
10,125
143
$985K 0.14%
54,867
+13,351
144
$979K 0.14%
7,009
145
$976K 0.14%
12,668
+2,550
146
$969K 0.14%
10,211
147
$967K 0.14%
19,113
+1,809
148
$949K 0.14%
33,363
149
$939K 0.14%
19,406
150
$936K 0.14%
14,890
4 5
6
7 8