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
101
$6.52M 0.23%
48,708
+40,500
102
$6.3M 0.23%
184,883
+5,899
103
$6.16M 0.22%
50,662
+1,486
104
$6.15M 0.22%
197,838
+179,714
105
$6.12M 0.22%
54,886
-163
106
$6.09M 0.22%
8,404
+261
107
$6.06M 0.22%
17,565
-516
108
$5.95M 0.21%
12,275
+217
109
$5.88M 0.21%
13,494
+471
110
$5.83M 0.21%
69,202
+2,801
111
$5.76M 0.21%
86,132
+83,303
112
$5.71M 0.21%
50,743
-49,500
113
$5.66M 0.2%
141,853
+130,000
114
$5.62M 0.2%
61,403
-58,106
115
$5.6M 0.2%
173,625
+70,000
116
$5.48M 0.2%
48,498
+5,300
117
$5.45M 0.2%
64,353
-57,827
118
$5.33M 0.19%
76,721
-42,599
119
$5.27M 0.19%
24,972
+5,106
120
$5.2M 0.19%
25,411
+2,100
121
$5.14M 0.18%
4,340
+168
122
$5.13M 0.18%
47,048
-6,648
123
$5.06M 0.18%
74,233
+70,000
124
$5.02M 0.18%
2,015
-112
125
$5.02M 0.18%
53,116
+50,359
3 4
5
6 7