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
676
$207K 0.01%
14,864
677
$207K 0.01%
+1,773
678
$207K 0.01%
946
679
$205K 0.01%
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680
$205K 0.01%
3,218
681
$205K 0.01%
17,881
682
$204K 0.01%
10,957
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683
$204K 0.01%
+1,333
684
$204K 0.01%
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685
$202K 0.01%
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686
$202K 0.01%
1,692
-77
687
$202K 0.01%
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688
$202K 0.01%
5,692
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689
$201K 0.01%
11,035
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690
$201K 0.01%
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691
$200K 0.01%
997
692
$197K 0.01%
12,091
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693
$192K 0.01%
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694
$192K 0.01%
16,512
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695
$187K 0.01%
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696
$187K 0.01%
10,473
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697
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13,550
698
$179K 0.01%
10,999
-718
699
$169K 0.01%
47,301
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700
$167K 0.01%
21,550
26 27
28
29 30