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
126
$4.9M 0.18%
+45,000
127
$4.9M 0.18%
140,604
-26,706
128
$4.89M 0.18%
17,163
-2,270
129
$4.86M 0.17%
13,229
+282
130
$4.84M 0.17%
76,924
-25,000
131
$4.83M 0.17%
16,598
-15,534
132
$4.75M 0.17%
35,912
-49,100
133
$4.68M 0.17%
22,849
+854
134
$4.63M 0.17%
124,577
+11,545
135
$4.53M 0.16%
93,780
-5,199
136
$4.43M 0.16%
35,644
+1,408
137
$4.39M 0.16%
34,177
+1,329
138
$4.34M 0.16%
9,229
+1,100
139
$4.34M 0.16%
+100,000
140
$4.31M 0.15%
33,649
+1,327
141
$4.31M 0.15%
96,800
+82,000
142
$4.28M 0.15%
87,148
+36,200
143
$4.28M 0.15%
61,911
-38,858
144
$4.26M 0.15%
98,959
+91,902
145
$4.23M 0.15%
28,444
+3,300
146
$4.2M 0.15%
70,207
+2,953
147
$4.18M 0.15%
18,486
+654
148
$4.1M 0.15%
23,520
+18,000
149
$4.08M 0.15%
19,301
-3,208
150
$4.05M 0.15%
24,134
+656
4 5
6
7 8