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
126
$1.62M 0.16%
20,663
-722
127
$1.61M 0.16%
24,370
+1,700
128
$1.56M 0.15%
15,590
129
$1.56M 0.15%
32,277
130
$1.52M 0.15%
52,600
131
$1.51M 0.15%
58,216
132
$1.5M 0.14%
17,310
+300
133
$1.49M 0.14%
36,242
+6,100
134
$1.48M 0.14%
186,600
-14,000
135
$1.45M 0.14%
31,439
+600
136
$1.45M 0.14%
20,450
-4,214
137
$1.45M 0.14%
40,831
138
$1.42M 0.14%
14,494
+1,350
139
$1.39M 0.13%
16,537
+3,963
140
$1.39M 0.13%
34,171
+4,344
141
$1.39M 0.13%
7
142
$1.38M 0.13%
21,970
143
$1.38M 0.13%
14,903
144
$1.38M 0.13%
+8,024
145
$1.36M 0.13%
30,191
146
$1.34M 0.13%
19,334
147
$1.34M 0.13%
49,154
+38,039
148
$1.34M 0.13%
58,180
149
$1.33M 0.13%
18,572
+1,393
150
$1.32M 0.13%
12,708
4 5
6
7 8