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
476
$357K 0.01%
2,363
477
$356K 0.01%
4,150
478
$355K 0.01%
4,247
479
$354K 0.01%
7,328
480
$354K 0.01%
2,527
481
$352K 0.01%
8,514
482
$350K 0.01%
3,051
483
$350K 0.01%
3,663
484
$350K 0.01%
2,423
-1,219
485
$348K 0.01%
6,796
486
$347K 0.01%
6,057
487
$346K 0.01%
1,687
488
$346K 0.01%
962
-61
489
$345K 0.01%
5,074
490
$344K 0.01%
2,291
491
$344K 0.01%
1,913
492
$343K 0.01%
2,232
493
$343K 0.01%
6,211
494
$341K 0.01%
1,475
495
$341K 0.01%
2,625
+450
496
$339K 0.01%
1,354
497
$338K 0.01%
2,143
498
$338K 0.01%
14,947
499
$338K 0.01%
2,308
500
$337K 0.01%
7,062
18 19
20
21 22