SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
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
51
$10.3M 0.37%
67,573
-5,936
52
$10.3M 0.37%
81,273
-40,791
53
$10.2M 0.37%
21,848
-9,322
54
$10M 0.36%
124,437
+50,000
55
$9.87M 0.35%
117,996
+60,248
56
$9.82M 0.35%
104,120
57
$9.68M 0.35%
178,936
+115,900
58
$9.53M 0.34%
70,771
+3,428
59
$9.4M 0.34%
81,492
+34,281
60
$9.36M 0.34%
109,594
-13,709
61
$9.12M 0.33%
364,900
+100,000
62
$8.98M 0.32%
336,030
+191,660
63
$8.89M 0.32%
557,607
+31,626
64
$8.85M 0.32%
93,582
+46,401
65
$8.85M 0.32%
140,152
-5,767
66
$8.82M 0.32%
120,881
-10,226
67
$8.8M 0.32%
45,147
+1,452
68
$8.76M 0.31%
137,004
-32,798
69
$8.75M 0.31%
191,862
-5,502
70
$8.66M 0.31%
78,953
+18,600
71
$8.63M 0.31%
230,894
-48,390
72
$8.42M 0.3%
267,100
-128
73
$8.37M 0.3%
112,775
+4,585
74
$8.36M 0.3%
23,769
+907
75
$8.35M 0.3%
39,223
1 2
3
4 5