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
201
$709K 0.1%
15,236
202
$709K 0.1%
54,357
203
$709K 0.1%
27,446
204
$707K 0.1%
3,183
+569
205
$705K 0.1%
6,800
206
$704K 0.1%
9,062
+536
207
$703K 0.1%
18,845
208
$698K 0.1%
11,502
209
$696K 0.1%
4,094
210
$695K 0.1%
15,549
211
$693K 0.1%
9,287
212
$691K 0.1%
9,381
213
$690K 0.1%
24,288
214
$686K 0.1%
8,830
-500
215
$686K 0.1%
11,064
216
$685K 0.1%
9,867
+640
217
$682K 0.1%
24,054
+828
218
$676K 0.1%
11,325
219
$674K 0.1%
8,549
220
$673K 0.1%
10,258
221
$673K 0.1%
16,862
222
$666K 0.1%
9,100
223
$660K 0.1%
28,694
224
$660K 0.1%
5,140
225
$655K 0.1%
9,200
7 8
9
10 11