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
$1.45B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$4.31M
3
+$4.24M
4
DD icon
DuPont de Nemours
DD
+$3.9M
5
BAX icon
Baxter International
BAX
+$3.86M

Top Sells

1
+$5.6M
2
+$5.48M
3
+$5.28M
4
CA
CA, Inc.
CA
+$4.56M
5
CVX icon
Chevron
CVX
+$4.37M

Sector Composition

1 Technology 21.57%
2 Financials 17.17%
3 Communication Services 11.99%
4 Healthcare 11.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.07%
17,477
-18
227
$1.04M 0.07%
27,563
-15,442
228
$1.04M 0.07%
46,152
-324
229
$1.04M 0.07%
20,511
230
$1.03M 0.07%
6,924
231
$1.03M 0.07%
62,500
232
$1.03M 0.07%
13,236
-32
233
$1.02M 0.07%
15,874
234
$1.02M 0.07%
21,335
235
$1.02M 0.07%
12,590
-357
236
$1.01M 0.07%
15,691
237
$1.01M 0.07%
10,330
238
$999K 0.07%
69,000
239
$997K 0.07%
87,464
-132
240
$991K 0.07%
8,918
241
$991K 0.07%
130,000
-25,000
242
$988K 0.07%
15,820
+3,770
243
$963K 0.07%
8,791
-136
244
$961K 0.06%
17,171
-52
245
$948K 0.06%
36,792
-24,021
246
$947K 0.06%
64,359
-18,600
247
$934K 0.06%
73,000
248
$928K 0.06%
+19,184
249
$926K 0.06%
12,060
250
$913K 0.06%
11,870
8 9
10
11 12