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
476
$306K 0.01%
1,989
-101
477
$305K 0.01%
3,100
478
$305K 0.01%
15,977
-720
479
$305K 0.01%
2,819
-120
480
$305K 0.01%
2,103
-168
481
$303K 0.01%
26,874
-604
482
$302K 0.01%
1,893
483
$302K 0.01%
4,083
-595
484
$302K 0.01%
15,552
485
$301K 0.01%
9,089
486
$300K 0.01%
2,629
-26
487
$300K 0.01%
3,092
-84
488
$300K 0.01%
1,527
-3,000
489
$300K 0.01%
4,361
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490
$300K 0.01%
5,026
-246
491
$299K 0.01%
3,000
492
$298K 0.01%
12,308
493
$298K 0.01%
1,241
-57
494
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4,186
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495
$298K 0.01%
7,937
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496
$297K 0.01%
+5,973
497
$296K 0.01%
5,755
-425
498
$296K 0.01%
2,135
499
$295K 0.01%
1,474
-57
500
$295K 0.01%
2,137
18 19
20
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