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
351
$423K 0.02%
6,497
-395
352
$422K 0.02%
2,279
353
$421K 0.02%
1,079
354
$421K 0.02%
1,404
-39
355
$418K 0.02%
1,571
-35
356
$418K 0.02%
6,627
-227
357
$417K 0.02%
2,906
-64
358
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1,347
-62
359
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2,189
-49
360
$408K 0.01%
3,433
-70
361
$404K 0.01%
886
362
$404K 0.01%
4,825
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363
$402K 0.01%
2,319
-68
364
$401K 0.01%
3,052
-147
365
$400K 0.01%
1,069
-33
366
$400K 0.01%
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-111
367
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368
$397K 0.01%
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369
$397K 0.01%
3,282
-176
370
$394K 0.01%
167,000
-42,800
371
$393K 0.01%
6,286
-484
372
$393K 0.01%
4,932
373
$393K 0.01%
2,656
-103
374
$392K 0.01%
2,384
-90
375
$391K 0.01%
2,250
13 14
15
16 17