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
176
$3.25M 0.12%
40,018
+37,414
177
$3.22M 0.12%
51,751
+2,053
178
$3.2M 0.12%
36,001
+1,320
179
$3.19M 0.11%
81,263
-71,327
180
$3.16M 0.11%
63,447
+56,800
181
$3.11M 0.11%
27,387
182
$3.11M 0.11%
10,002
-191
183
$3.1M 0.11%
13,725
+393
184
$3.1M 0.11%
246,933
+8,443
185
$3.09M 0.11%
23,351
+2,700
186
$3.06M 0.11%
27,215
+21,000
187
$3.05M 0.11%
+305,182
188
$2.99M 0.11%
101,484
+3,606
189
$2.99M 0.11%
39,124
-10,000
190
$2.96M 0.11%
15,370
+726
191
$2.95M 0.11%
45,243
-1,830
192
$2.93M 0.11%
31,986
+1,125
193
$2.9M 0.1%
14,416
+10,863
194
$2.9M 0.1%
44,852
+1,857
195
$2.85M 0.1%
90,150
+4,214
196
$2.83M 0.1%
41,892
-101,700
197
$2.82M 0.1%
19,680
+753
198
$2.8M 0.1%
97,791
-4,763
199
$2.76M 0.1%
22,414
+20,400
200
$2.75M 0.1%
64,525
-30
6 7
8
9 10