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
$2.55B
AUM Growth
-$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.58M
3
+$5.01M
4
CSCO icon
Cisco
CSCO
+$4.94M
5
INTC icon
Intel
INTC
+$4.64M

Top Sells

1
+$93.7M
2
+$26.6M
3
+$22.1M
4
TT icon
Trane Technologies
TT
+$16.5M
5
CDNS icon
Cadence Design Systems
CDNS
+$7.86M

Sector Composition

1 Technology 35.32%
2 Communication Services 13.68%
3 Consumer Discretionary 12.1%
4 Healthcare 10.63%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$423K 0.02%
3,798
402
$421K 0.02%
2,380
403
$420K 0.02%
7,696
404
$420K 0.02%
7,402
405
$419K 0.02%
4,091
406
$419K 0.02%
2,807
407
$418K 0.02%
1,723
408
$418K 0.02%
2,815
409
$418K 0.02%
7,664
410
$417K 0.02%
3,403
411
$415K 0.02%
6,187
412
$414K 0.02%
4,825
413
$413K 0.02%
6,926
414
$413K 0.02%
889
415
$412K 0.02%
14,173
416
$412K 0.02%
8,755
417
$411K 0.02%
4,312
418
$411K 0.02%
1,726
419
$408K 0.02%
4,336
420
$407K 0.02%
3,129
421
$404K 0.02%
7,361
422
$404K 0.02%
8,349
423
$404K 0.02%
7,045
424
$403K 0.02%
8,250
425
$402K 0.02%
9,304
15 16
17
18 19