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
326
$574K 0.04%
66,000
327
$572K 0.04%
15,516
+1,684
328
$571K 0.04%
26,070
329
$570K 0.04%
12,085
330
$567K 0.04%
15,196
331
$559K 0.04%
4,700
332
$558K 0.04%
13,388
333
$556K 0.04%
77,545
-500
334
$552K 0.04%
11,224
335
$546K 0.04%
12,855
336
$546K 0.04%
6,784
337
$542K 0.04%
15,051
338
$541K 0.04%
29,866
339
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3,350
-7
340
$535K 0.04%
5,724
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341
$532K 0.04%
5,531
342
$530K 0.04%
61,736
343
$530K 0.04%
10,695
344
$529K 0.04%
4,216
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345
$529K 0.04%
18,350
-21,670
346
$523K 0.04%
2,924
347
$522K 0.04%
4,076
348
$516K 0.03%
12,504
349
$514K 0.03%
2,778
350
$514K 0.03%
10,009
12 13
14
15 16