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
576
$255K 0.01%
5,441
-206
577
$254K 0.01%
4,501
-169
578
$254K 0.01%
+7,250
579
$253K 0.01%
1,027
580
$253K 0.01%
1,602
581
$252K 0.01%
1,372
582
$251K 0.01%
7,789
-298
583
$250K 0.01%
3,802
584
$250K 0.01%
+2,875
585
$250K 0.01%
758
586
$249K 0.01%
2,204
587
$248K 0.01%
2,854
-96
588
$248K 0.01%
1,506
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589
$246K 0.01%
8,150
-315
590
$246K 0.01%
11,006
591
$245K 0.01%
1,464
592
$245K 0.01%
1,444
593
$245K 0.01%
8,183
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594
$244K 0.01%
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595
$244K 0.01%
+5,135
596
$244K 0.01%
6,565
597
$243K 0.01%
1,502
598
$242K 0.01%
1,794
-142
599
$241K 0.01%
4,860
600
$241K 0.01%
2,085
22 23
24
25 26