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
201
$2.73M 0.1%
+28,697
202
$2.72M 0.1%
95,332
+2,756
203
$2.71M 0.1%
37,576
+33,300
204
$2.7M 0.1%
18,361
+744
205
$2.68M 0.1%
39,651
-1,100
206
$2.66M 0.1%
14,149
+11,056
207
$2.62M 0.09%
42,516
208
$2.62M 0.09%
14,345
+610
209
$2.6M 0.09%
58,215
+1,373
210
$2.59M 0.09%
13,482
-5,000
211
$2.59M 0.09%
8,678
-4,266
212
$2.58M 0.09%
13,301
-100
213
$2.56M 0.09%
100,250
214
$2.55M 0.09%
7,726
+295
215
$2.5M 0.09%
64,793
-2,799
216
$2.46M 0.09%
+146,506
217
$2.4M 0.09%
6,777
+143
218
$2.38M 0.09%
+6,808
219
$2.38M 0.09%
24,196
+1,161
220
$2.34M 0.08%
+35,500
221
$2.29M 0.08%
+50,160
222
$2.28M 0.08%
5,970
+2,700
223
$2.22M 0.08%
16,841
+350
224
$2.19M 0.08%
105,544
+91,977
225
$2.18M 0.08%
8,741
+5,300
7 8
9
10 11