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
651
$218K 0.01%
+5,169
652
$218K 0.01%
+2,007
653
$218K 0.01%
3,842
654
$218K 0.01%
1,761
-83
655
$217K 0.01%
+5,413
656
$217K 0.01%
4,642
657
$217K 0.01%
5,935
658
$217K 0.01%
3,434
-157
659
$217K 0.01%
1,310
660
$217K 0.01%
13,720
-1,020
661
$216K 0.01%
+8,556
662
$216K 0.01%
7,150
-294
663
$216K 0.01%
3,016
-213
664
$215K 0.01%
5,251
-549
665
$214K 0.01%
18,438
-8,426
666
$214K 0.01%
13,324
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667
$214K 0.01%
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668
$213K 0.01%
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669
$212K 0.01%
2,487
-140
670
$211K 0.01%
+4,088
671
$211K 0.01%
3,855
-4,500
672
$210K 0.01%
4,530
-190
673
$209K 0.01%
3,502
-102
674
$209K 0.01%
7,046
675
$207K 0.01%
10,221
-369
25 26
27
28 29