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
451
$324K 0.01%
2,194
-129
452
$323K 0.01%
+9,000
453
$322K 0.01%
7,592
454
$322K 0.01%
4,234
455
$320K 0.01%
1,948
-158
456
$317K 0.01%
9,602
-708
457
$317K 0.01%
10,323
-102,999
458
$317K 0.01%
7,455
459
$316K 0.01%
8,025
460
$316K 0.01%
5,292
461
$315K 0.01%
1,074
-4,600
462
$314K 0.01%
3,697
-199
463
$314K 0.01%
2,697
-219
464
$313K 0.01%
1,005
465
$313K 0.01%
13,571
-442
466
$312K 0.01%
7,050
-323
467
$312K 0.01%
8,296
-348
468
$311K 0.01%
19,365
-749
469
$310K 0.01%
2,725
-55
470
$310K 0.01%
5,883
471
$310K 0.01%
9,978
472
$310K 0.01%
2,088
+530
473
$309K 0.01%
1,626
-103
474
$309K 0.01%
5,259
475
$308K 0.01%
+5,224
17 18
19
20 21