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
301
$622K 0.04%
8,030
-282
302
$619K 0.04%
22,000
303
$615K 0.04%
1,981
304
$611K 0.04%
110,000
305
$608K 0.04%
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306
$606K 0.04%
5,143
307
$604K 0.04%
105,000
308
$601K 0.04%
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309
$600K 0.04%
6,565
310
$599K 0.04%
13,372
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311
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312
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4,146
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313
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314
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315
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16,244
316
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4,394
317
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318
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4,260
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319
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3,062
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320
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321
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15,744
322
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3,368
323
$577K 0.04%
5,580
324
$577K 0.04%
86,741
325
$576K 0.04%
16,700
-100
11 12
13
14 15