SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+0.33%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$2.55B
AUM Growth
-$90.6M
(-3.4%)
Cap. Flow
-$106M
Cap. Flow
% of AUM
-4.15%
Top 10 Holdings %
Top 10 Hldgs %
31.17%
Holding
856
New
32
Increased
133
Reduced
139
Closed
56
Top Buys
| 1 |
CBRE Group
CBRE
|
+$8.66M |
| 2 |
Honeywell
HON
|
+$8.58M |
| 3 |
Western Digital
WDC
|
+$5.01M |
| 4 |
Cisco
CSCO
|
+$4.94M |
| 5 |
Intel
INTC
|
+$4.64M |
Top Sells
| 1 |
Atlassian
TEAM
|
+$93.7M |
| 2 |
Wells Fargo
WFC
|
+$26.6M |
| 3 |
Apple
AAPL
|
+$22.1M |
| 4 |
Trane Technologies
TT
|
+$16.5M |
| 5 |
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% |
