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
476
$364K 0.02%
8,088
477
$363K 0.02%
27,660
478
$363K 0.02%
6,910
479
$363K 0.02%
4,903
480
$362K 0.02%
896
481
$362K 0.02%
6,396
482
$361K 0.02%
18,525
483
$359K 0.02%
14,002
484
$359K 0.02%
2,530
485
$358K 0.02%
7,783
486
$354K 0.02%
12,412
487
$353K 0.02%
4,568
-404
488
$353K 0.02%
4,006
489
$352K 0.02%
15,307
490
$351K 0.02%
5,337
491
$351K 0.02%
4,153
492
$347K 0.02%
2,490
493
$345K 0.02%
24,592
494
$344K 0.02%
1,549
495
$344K 0.02%
4,464
-242
496
$343K 0.02%
4,067
-407
497
$343K 0.02%
16,938
498
$342K 0.02%
29,753
499
$341K 0.02%
17,814
500
$341K 0.02%
11,284
18 19
20
21 22