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
301
$600K 0.02%
8,173
302
$594K 0.02%
2,116
303
$593K 0.02%
2,969
-170
304
$563K 0.02%
4,313
-429
305
$559K 0.02%
30,115
-24,200
306
$555K 0.02%
2,881
307
$554K 0.02%
6,171
-313
308
$553K 0.02%
2,210
+467
309
$547K 0.02%
2,756
-174
310
$545K 0.02%
21,850
-1,680
311
$542K 0.02%
4,073
-196
312
$540K 0.02%
13,662
+32
313
$539K 0.02%
11,899
-447
314
$538K 0.02%
2,736
-52
315
$536K 0.02%
8,390
-72
316
$530K 0.02%
10,299
317
$517K 0.02%
5,158
318
$508K 0.02%
1,781
-34
319
$507K 0.02%
4,992
-266
320
$504K 0.02%
1,546
-105
321
$502K 0.02%
3,261
-62
322
$496K 0.02%
2,246
-67
323
$494K 0.02%
11,071
-326
324
$489K 0.02%
4,022
-30,700
325
$488K 0.02%
9,344
11 12
13
14 15