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
401
$363K 0.01%
4,021
+136
402
$363K 0.01%
2,332
-52
403
$363K 0.01%
4,915
-109
404
$361K 0.01%
9,035
405
$360K 0.01%
843
406
$360K 0.01%
2,545
-97
407
$357K 0.01%
798
408
$356K 0.01%
10,842
-239
409
$355K 0.01%
5,410
-236
410
$354K 0.01%
11,548
-440
411
$354K 0.01%
9,869
-382
412
$354K 0.01%
18,762
-552
413
$353K 0.01%
8,767
-1,600
414
$352K 0.01%
1,013
-7
415
$352K 0.01%
2,792
-58
416
$350K 0.01%
11,912
-351
417
$350K 0.01%
2,944
-136
418
$348K 0.01%
6,616
-195
419
$347K 0.01%
1,888
-56
420
$346K 0.01%
1,188
-55
421
$344K 0.01%
3,202
422
$343K 0.01%
3,238
-117
423
$343K 0.01%
1,734
-128
424
$342K 0.01%
3,044
-112
425
$342K 0.01%
6,494
-185
15 16
17
18 19