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
426
$342K 0.01%
4,767
-105
427
$341K 0.01%
6,133
-198
428
$341K 0.01%
1,503
429
$341K 0.01%
2,994
-148
430
$338K 0.01%
11,564
-476
431
$338K 0.01%
1,811
432
$337K 0.01%
6,619
433
$337K 0.01%
8,400
-277
434
$335K 0.01%
1,789
+82
435
$335K 0.01%
4,203
436
$334K 0.01%
+8,779
437
$333K 0.01%
4,919
-145
438
$331K 0.01%
1,720
-84
439
$331K 0.01%
16,944
-859
440
$331K 0.01%
1,506
+250
441
$330K 0.01%
8,741
442
$330K 0.01%
1,792
443
$329K 0.01%
2,283
444
$329K 0.01%
684
445
$329K 0.01%
9,686
446
$328K 0.01%
5,224
447
$328K 0.01%
13,034
-822
448
$327K 0.01%
1,785
-146
449
$326K 0.01%
54,239
-1,768
450
$325K 0.01%
14,785
-435
16 17
18
19 20