SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
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
+$10.8M
2
+$9.07M
3
+$8.76M
4
MSFT icon
Microsoft
MSFT
+$8.7M
5
BSX icon
Boston Scientific
BSX
+$6.05M

Top Sells

1
+$9.41M
2
+$6.78M
3
+$6.58M
4
STX icon
Seagate
STX
+$6.18M
5
INTC icon
Intel
INTC
+$5.29M

Sector Composition

1 Technology 37.9%
2 Consumer Discretionary 11.97%
3 Communication Services 11.24%
4 Healthcare 9.29%
5 Industrials 8.19%
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%
7,938
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
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468
$311K 0.01%
19,365
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469
$310K 0.01%
2,725
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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