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
351
$514K 0.03%
13,997
352
$513K 0.03%
6,768
353
$510K 0.03%
106,890
+10,384
354
$506K 0.03%
4,226
355
$503K 0.03%
2,724
356
$503K 0.03%
15,760
357
$503K 0.03%
5,692
358
$502K 0.03%
+22,000
359
$495K 0.03%
7,504
-300
360
$494K 0.03%
11,808
361
$494K 0.03%
2,404
-16
362
$491K 0.03%
8,609
363
$490K 0.03%
4,884
364
$490K 0.03%
24,789
365
$481K 0.03%
2,579
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366
$480K 0.03%
8,525
367
$480K 0.03%
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368
$480K 0.03%
35,910
369
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4,032
370
$478K 0.03%
+22,330
371
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14,200
372
$476K 0.03%
4,760
+1,800
373
$476K 0.03%
5,959
-3,304
374
$475K 0.03%
6,389
375
$471K 0.03%
11,365
13 14
15
16 17