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
551
$268K 0.01%
3,491
552
$267K 0.01%
6,787
553
$267K 0.01%
5,003
-163
554
$266K 0.01%
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555
$266K 0.01%
2,809
-119
556
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4,614
557
$265K 0.01%
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558
$265K 0.01%
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559
$265K 0.01%
7,332
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560
$264K 0.01%
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+76
561
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562
$263K 0.01%
1,610
563
$261K 0.01%
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564
$261K 0.01%
2,500
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565
$260K 0.01%
3,073
566
$259K 0.01%
1,728
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$259K 0.01%
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$258K 0.01%
3,192
570
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1,146
571
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2,827
572
$255K 0.01%
2,869
573
$255K 0.01%
7,229
+1,605
574
$255K 0.01%
2,485
-81
575
$255K 0.01%
3,675
-309
21 22
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24 25