SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
26
$17M 0.61%
225,323
+159,494
27
$17M 0.61%
158,524
+50,613
28
$16.9M 0.61%
198,926
+12,602
29
$16.7M 0.6%
115,535
+43,442
30
$16.6M 0.6%
114,373
+34,035
31
$16.5M 0.59%
144,429
+5,194
32
$15.8M 0.57%
32,917
+2,751
33
$15.2M 0.55%
44,526
+957
34
$15.1M 0.54%
63,592
+19,000
35
$15M 0.54%
67,528
+11,346
36
$14.9M 0.53%
79,051
37
$14.6M 0.53%
37,194
+7,896
38
$14.5M 0.52%
162,063
+111,054
39
$14.2M 0.51%
213,066
-25,129
40
$13.9M 0.5%
139,852
+7,922
41
$13.6M 0.49%
5,037
+322
42
$13.2M 0.47%
38,799
+8,694
43
$13M 0.47%
354,452
+6,912
44
$12.4M 0.44%
59,554
+1,624
45
$11.9M 0.43%
25,799
+6,285
46
$11.7M 0.42%
183,390
+14,280
47
$11.6M 0.42%
143,258
+16,700
48
$11M 0.39%
191,491
-8,645
49
$10.7M 0.38%
167,838
-413
50
$10.6M 0.38%
313,078
+308