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
601
$240K 0.01%
2,568
+25
602
$239K 0.01%
510
603
$239K 0.01%
7,507
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604
$239K 0.01%
3,218
605
$239K 0.01%
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606
$238K 0.01%
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607
$238K 0.01%
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608
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609
$238K 0.01%
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610
$238K 0.01%
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611
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612
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613
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614
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615
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616
$234K 0.01%
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617
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2,271
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$233K 0.01%
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$232K 0.01%
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1,883
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2,130
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623
$231K 0.01%
6,558
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624
$230K 0.01%
4,257
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625
$230K 0.01%
4,867
23 24
25
26 27