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
426
$416K 0.03%
6,070
427
$415K 0.03%
8,800
428
$415K 0.03%
3,070
429
$414K 0.03%
6,444
-234
430
$414K 0.03%
21,300
431
$414K 0.03%
7,152
+940
432
$412K 0.03%
18,326
433
$410K 0.03%
10,151
434
$409K 0.03%
4,737
435
$408K 0.03%
9,317
436
$408K 0.03%
2,154
437
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14,253
438
$407K 0.03%
6,192
439
$405K 0.03%
7,506
440
$403K 0.03%
4,689
441
$403K 0.03%
65,965
442
$402K 0.03%
3,667
443
$397K 0.03%
11,919
-1,323
444
$394K 0.03%
33,009
445
$393K 0.03%
13,222
446
$392K 0.03%
7,529
447
$389K 0.03%
2,081
448
$389K 0.03%
7,264
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449
$388K 0.03%
2,619
450
$388K 0.03%
39,335
16 17
18
19 20