SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
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
+$10.8M
2
+$9.07M
3
+$8.76M
4
MSFT icon
Microsoft
MSFT
+$8.7M
5
BSX icon
Boston Scientific
BSX
+$6.05M

Top Sells

1
+$9.41M
2
+$6.78M
3
+$6.58M
4
STX icon
Seagate
STX
+$6.18M
5
INTC icon
Intel
INTC
+$5.29M

Sector Composition

1 Technology 37.9%
2 Consumer Discretionary 11.97%
3 Communication Services 11.24%
4 Healthcare 9.29%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$600K 0.02%
8,173
302
$594K 0.02%
2,116
303
$593K 0.02%
2,969
-170
304
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305
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30,115
-24,200
306
$555K 0.02%
2,881
307
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6,171
-313
308
$553K 0.02%
2,210
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309
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310
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21,850
-1,680
311
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312
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313
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314
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2,736
-52
315
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8,390
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316
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317
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319
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2,246
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323
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11,071
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4,022
-30,700
325
$488K 0.02%
9,344
11 12
13
14 15