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
276
$834K 0.03%
6,135
-1,334
277
$829K 0.03%
2,068
-3
278
$816K 0.03%
2,676
279
$810K 0.03%
15,632
-100
280
$785K 0.03%
6,735
-21
281
$764K 0.03%
2,814
-164
282
$745K 0.03%
8,457
-319
283
$697K 0.03%
5,686
-62
284
$697K 0.03%
1,008
-5
285
$696K 0.03%
8,058
-408
286
$694K 0.02%
+31,500
287
$691K 0.02%
4,015
288
$687K 0.02%
12,980
289
$685K 0.02%
6,351
-344
290
$666K 0.02%
22,915
291
$665K 0.02%
7,566
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292
$654K 0.02%
1,471
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293
$649K 0.02%
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294
$644K 0.02%
1,871
295
$633K 0.02%
10,786
-2,834
296
$626K 0.02%
2,439
-195
297
$625K 0.02%
1,639
-49
298
$611K 0.02%
9,656
+426
299
$607K 0.02%
2,299
+500
300
$603K 0.02%
4,980
10 11
12
13 14