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
151
$934K 0.14%
23,351
+5,872
152
$933K 0.14%
8,814
153
$929K 0.14%
6,109
+517
154
$925K 0.14%
6,978
155
$922K 0.14%
27,097
156
$919K 0.13%
19,527
-112
157
$915K 0.13%
82,366
+23,400
158
$905K 0.13%
12,970
159
$882K 0.13%
22,268
160
$879K 0.13%
2,926
+251
161
$875K 0.13%
19,912
162
$874K 0.13%
33,184
163
$870K 0.13%
36,352
+1,402
164
$870K 0.13%
12,670
165
$869K 0.13%
17,625
166
$851K 0.12%
11,843
167
$844K 0.12%
22,856
168
$841K 0.12%
43,964
169
$840K 0.12%
15,908
170
$835K 0.12%
20,140
171
$830K 0.12%
10,710
172
$823K 0.12%
7,174
173
$815K 0.12%
5,322
174
$814K 0.12%
9,915
175
$807K 0.12%
11,381
+2,050
5 6
7
8 9