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
501
$295K 0.01%
5,639
502
$294K 0.01%
1,420
503
$293K 0.01%
3,385
-257
504
$292K 0.01%
1,564
505
$292K 0.01%
3,801
506
$291K 0.01%
326
507
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5,104
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508
$291K 0.01%
2,584
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509
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-100
510
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511
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3,036
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512
$289K 0.01%
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513
$287K 0.01%
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514
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7,474
515
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5,060
516
$286K 0.01%
1,716
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517
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518
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519
$285K 0.01%
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520
$284K 0.01%
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521
$283K 0.01%
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$283K 0.01%
2,800
-50
523
$282K 0.01%
3,878
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524
$282K 0.01%
3,890
-207
525
$282K 0.01%
4,110
-326
19 20
21
22 23