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
401
$440K 0.03%
23,748
402
$440K 0.03%
13,254
403
$439K 0.03%
9,146
404
$437K 0.03%
7,122
-678
405
$437K 0.03%
10,025
406
$436K 0.03%
3,533
407
$435K 0.03%
4,006
408
$434K 0.03%
11,777
409
$433K 0.03%
9,815
410
$431K 0.03%
27,822
-500
411
$430K 0.03%
13,864
412
$428K 0.03%
10,862
413
$427K 0.03%
10,490
-129,800
414
$427K 0.03%
9,266
415
$427K 0.03%
8,639
416
$426K 0.03%
8,336
-314
417
$426K 0.03%
7,370
418
$424K 0.03%
1,881
419
$422K 0.03%
3,445
420
$421K 0.03%
2,642
421
$421K 0.03%
8,178
422
$420K 0.03%
5,070
423
$419K 0.03%
17,378
424
$419K 0.03%
5,496
425
$417K 0.03%
8,355
15 16
17
18 19