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
$2.77B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.1M
3
+$9.95M
4
MSFT icon
Microsoft
MSFT
+$9.45M
5
AMAT icon
Applied Materials
AMAT
+$6.28M

Top Sells

1
+$10.8M
2
+$6.86M
3
+$6.5M
4
STX icon
Seagate
STX
+$6.26M
5
INTC icon
Intel
INTC
+$5.63M

Sector Composition

1 Technology 37.91%
2 Consumer Discretionary 11.97%
3 Communication Services 11.24%
4 Healthcare 9.29%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.17M 0.08%
+12,960
227
$2.14M 0.08%
+27,500
228
$2.12M 0.08%
16,138
+1,225
229
$2.11M 0.08%
18,355
+10,400
230
$2.05M 0.07%
12,479
+9,927
231
$2.03M 0.07%
26,870
-200
232
$1.97M 0.07%
20,672
+906
233
$1.97M 0.07%
200,768
-204,665
234
$1.9M 0.07%
52,446
-800
235
$1.75M 0.06%
5,411
+125
236
$1.74M 0.06%
11,866
-161
237
$1.72M 0.06%
33,621
-18,500
238
$1.71M 0.06%
39,980
+100
239
$1.69M 0.06%
11,641
240
$1.62M 0.06%
+13,359
241
$1.56M 0.06%
15,505
-9,116
242
$1.55M 0.06%
17,251
+100
243
$1.48M 0.05%
23,880
-101,199
244
$1.45M 0.05%
32,014
+1,335
245
$1.43M 0.05%
12,012
246
$1.42M 0.05%
24,804
+19,970
247
$1.39M 0.05%
30,163
248
$1.37M 0.05%
20,214
+838
249
$1.36M 0.05%
8,295
+6,700
250
$1.31M 0.05%
38,319
8 9
10
11 12