SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
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
+$10.8M
2
+$9.07M
3
+$8.76M
4
MSFT icon
Microsoft
MSFT
+$8.7M
5
BSX icon
Boston Scientific
BSX
+$6.05M

Top Sells

1
+$9.41M
2
+$6.78M
3
+$6.58M
4
STX icon
Seagate
STX
+$6.18M
5
INTC icon
Intel
INTC
+$5.29M

Sector Composition

1 Technology 37.9%
2 Consumer Discretionary 11.97%
3 Communication Services 11.24%
4 Healthcare 9.29%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-72,203
752
– –
-3,382
753
– –
-2,723
754
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-34,459
755
– –
-4,332
756
– –
-2,202
757
– –
-63,451
758
– –
-10,635
759
– –
-1,979
760
– –
-82,784
761
– –
-6,634
762
– –
-1,440
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