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
726
– –
-146
727
– –
-791
728
– –
-9,136
729
– –
-7,792
730
– –
-2,295
731
– –
-1,539
732
– –
-2,550
733
– –
-3,565
734
– –
-3,008
735
– –
-72,203
736
– –
-3,382
737
– –
-120,200
738
– –
-2,723
739
– –
-34,459
740
– –
-4,332
741
– –
-2,202
742
– –
-63,451
743
– –
-1,440
744
– –
-4,449
745
– –
-1,119
746
– –
-3,396
747
– –
-75,072
748
– –
-3,364
749
– –
-2,957
750
– –
-2,150
27 28 29
30
31