SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
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 20.05%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.81%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$916K 0.09%
14,074
-100
202
$913K 0.09%
64,476
-15,900
203
$912K 0.09%
19,406
204
$890K 0.09%
6,930
+230
205
$887K 0.09%
14,732
+2,327
206
$886K 0.09%
11,659
207
$874K 0.08%
8,089
+1,265
208
$867K 0.08%
18,284
209
$860K 0.08%
29,031
210
$857K 0.08%
26,997
211
$857K 0.08%
16,800
-1,000
212
$853K 0.08%
26,454
213
$851K 0.08%
11,061
+125
214
$836K 0.08%
12,958
215
$833K 0.08%
39,647
+635
216
$820K 0.08%
4,481
217
$816K 0.08%
6,768
+1,200
218
$816K 0.08%
19,813
+300
219
$812K 0.08%
5,448
-4,889
220
$809K 0.08%
17,819
-7,938
221
$808K 0.08%
11,951
-1,300
222
$803K 0.08%
12,949
223
$791K 0.08%
8,719
224
$788K 0.08%
+8,759
225
$783K 0.08%
9,625
7 8
9
10 11