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
426
$402K 0.02%
5,203
427
$399K 0.02%
12,450
428
$395K 0.02%
8,273
429
$395K 0.02%
8,025
430
$393K 0.02%
3,316
-200
431
$392K 0.02%
6,604
432
$391K 0.02%
3,951
433
$390K 0.02%
5,743
434
$389K 0.02%
1,883
435
$388K 0.02%
27,475
-7,200
436
$387K 0.02%
8,024
437
$387K 0.02%
3,779
438
$386K 0.02%
2,047
439
$386K 0.02%
3,407
440
$385K 0.02%
7,397
441
$385K 0.02%
3,214
442
$384K 0.02%
4,312
-200
443
$383K 0.02%
1,161
444
$381K 0.01%
12,731
445
$381K 0.01%
8,648
446
$381K 0.01%
2,361
447
$380K 0.01%
1,822
448
$380K 0.01%
25,000
449
$379K 0.01%
5,708
450
$377K 0.01%
3,068
16 17
18
19 20