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
376
$470K 0.03%
+7,736
377
$469K 0.03%
13,700
378
$469K 0.03%
5,684
379
$468K 0.03%
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380
$468K 0.03%
9,275
381
$465K 0.03%
6,668
382
$465K 0.03%
3,900
-200
383
$464K 0.03%
12,897
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384
$464K 0.03%
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385
$462K 0.03%
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386
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387
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388
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389
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390
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391
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4,794
392
$455K 0.03%
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393
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394
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395
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396
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397
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398
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1,898
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399
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4,045
400
$442K 0.03%
8,651
-2,339
14 15
16
17 18