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
376
$389K 0.01%
11,547
377
$388K 0.01%
3,129
378
$387K 0.01%
2,704
-223
379
$387K 0.01%
2,015
-164
380
$386K 0.01%
1,452
381
$384K 0.01%
6,175
-136
382
$383K 0.01%
8,946
-358
383
$380K 0.01%
4,077
-120
384
$380K 0.01%
2,190
385
$376K 0.01%
6,300
-75
386
$376K 0.01%
5,855
-475
387
$375K 0.01%
2,034
-55
388
$374K 0.01%
5,980
-132
389
$373K 0.01%
2,050
-139
390
$373K 0.01%
3,955
391
$373K 0.01%
3,218
-95
392
$372K 0.01%
5,004
393
$372K 0.01%
1,091
-108
394
$372K 0.01%
2,141
395
$371K 0.01%
3,236
-95
396
$370K 0.01%
3,298
-148
397
$369K 0.01%
1,785
398
$368K 0.01%
6,417
-142
399
$368K 0.01%
8,600
400
$367K 0.01%
6,948
-268
14 15
16
17 18