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
276
$719K 0.05%
5,454
-100
277
$715K 0.05%
3,602
278
$714K 0.05%
12,950
279
$711K 0.05%
11,263
280
$706K 0.05%
8,425
-500
281
$702K 0.05%
1,267
282
$695K 0.05%
5,721
283
$692K 0.05%
14,202
284
$685K 0.05%
4,912
285
$683K 0.05%
5,300
286
$678K 0.05%
53,565
287
$654K 0.04%
5,423
288
$651K 0.04%
7,768
289
$647K 0.04%
4,898
290
$647K 0.04%
10,821
291
$645K 0.04%
32,558
292
$639K 0.04%
10,785
293
$639K 0.04%
18,549
294
$639K 0.04%
47,703
295
$638K 0.04%
6,232
296
$635K 0.04%
18,734
297
$631K 0.04%
47,000
298
$629K 0.04%
8,844
-800
299
$625K 0.04%
10,244
300
$624K 0.04%
58,286
10 11
12
13 14