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
151
$1.32M 0.13%
5,654
-1,000
152
$1.32M 0.13%
17,205
+1,275
153
$1.32M 0.13%
27,090
+2,000
154
$1.3M 0.13%
7,111
+1,543
155
$1.3M 0.13%
20,762
+9,094
156
$1.3M 0.13%
33,303
+3,000
157
$1.29M 0.12%
21,989
+2,324
158
$1.29M 0.12%
10,974
+2,838
159
$1.29M 0.12%
30,000
160
$1.28M 0.12%
14,603
+1,276
161
$1.28M 0.12%
19,124
+2,456
162
$1.28M 0.12%
29,622
+9,660
163
$1.27M 0.12%
21,887
+3,230
164
$1.27M 0.12%
20,784
165
$1.26M 0.12%
+11,612
166
$1.25M 0.12%
11,112
+6,018
167
$1.24M 0.12%
13,479
168
$1.22M 0.12%
32,164
+3,788
169
$1.2M 0.12%
61,080
+19,851
170
$1.2M 0.12%
70,000
+34,800
171
$1.17M 0.11%
17,693
-200
172
$1.16M 0.11%
27,714
-500
173
$1.15M 0.11%
67,050
+7,000
174
$1.14M 0.11%
10,878
+2,908
175
$1.13M 0.11%
56,868
-701
5 6
7
8 9