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
176
$1.09M 0.11%
27,342
+8,590
177
$1.09M 0.11%
20,998
+13,300
178
$1.09M 0.11%
20,000
-200
179
$1.09M 0.11%
25,632
180
$1.09M 0.11%
+123,121
181
$1.08M 0.1%
51,516
-12,400
182
$1.07M 0.1%
26,568
+6,100
183
$1.07M 0.1%
11,798
184
$1.05M 0.1%
13,573
185
$1.04M 0.1%
94,000
+11,000
186
$1.01M 0.1%
12,604
187
$992K 0.1%
31,407
-4,500
188
$988K 0.1%
18,529
-11,100
189
$987K 0.1%
1,197,440
190
$979K 0.09%
17,140
191
$970K 0.09%
31,231
+2,500
192
$955K 0.09%
3,055
+125
193
$954K 0.09%
6,527
194
$946K 0.09%
12,265
+921
195
$936K 0.09%
23,779
+4,300
196
$934K 0.09%
10,587
197
$929K 0.09%
24,014
198
$927K 0.09%
2,734
199
$919K 0.09%
24,450
200
$918K 0.09%
10,891
+3,150
6 7
8
9 10