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
251
$908K 0.06%
16,804
252
$888K 0.06%
3,429
253
$881K 0.06%
30,946
+1,044
254
$859K 0.06%
10,041
-13
255
$852K 0.06%
23,213
256
$844K 0.06%
4,117
+1,077
257
$831K 0.06%
7,112
258
$829K 0.06%
10,903
+1,332
259
$823K 0.06%
26,697
260
$802K 0.05%
3,315
261
$800K 0.05%
5,920
262
$797K 0.05%
7,795
263
$785K 0.05%
12,223
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264
$784K 0.05%
3,462
265
$778K 0.05%
120,869
-59,416
266
$778K 0.05%
23,462
267
$771K 0.05%
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268
$757K 0.05%
265
269
$753K 0.05%
35,000
270
$745K 0.05%
18,971
271
$741K 0.05%
647
272
$733K 0.05%
3,920
273
$727K 0.05%
39,667
274
$723K 0.05%
8,944
275
$720K 0.05%
7,957
9 10
11
12 13