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
326
$484K 0.02%
11,500
327
$478K 0.02%
8,525
-162
328
$467K 0.02%
7,236
-569
329
$464K 0.02%
7,697
-203
330
$456K 0.02%
3,287
-62
331
$455K 0.02%
581
332
$452K 0.02%
10,280
333
$451K 0.02%
3,414
334
$450K 0.02%
3,235
-71
335
$450K 0.02%
16,000
336
$449K 0.02%
4,761
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337
$448K 0.02%
1,836
-71
338
$447K 0.02%
1,304
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339
$442K 0.02%
22,074
340
$441K 0.02%
1,780
341
$438K 0.02%
9,191
-203
342
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21,088
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343
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3,819
344
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6,065
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345
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2,349
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346
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13,120
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347
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7,708
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348
$427K 0.02%
4,302
-236
349
$426K 0.02%
25,413
350
$424K 0.02%
8,212
-371
12 13
14
15 16