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
501
$340K 0.02%
4,845
-18,100
502
$340K 0.02%
4,021
503
$337K 0.02%
5,161
+487
504
$336K 0.02%
11,526
505
$336K 0.02%
9,228
506
$336K 0.02%
1,717
507
$336K 0.02%
7,974
508
$336K 0.02%
4,543
509
$335K 0.02%
930
-89
510
$334K 0.02%
4,277
511
$333K 0.02%
16,241
512
$332K 0.02%
2,853
513
$331K 0.02%
3,765
514
$329K 0.02%
3,144
515
$329K 0.02%
11,589
-811
516
$328K 0.02%
4,192
517
$328K 0.02%
7,187
518
$327K 0.02%
4,251
519
$325K 0.02%
3,338
520
$325K 0.02%
2,900
521
$325K 0.02%
3,860
522
$324K 0.02%
3,782
523
$324K 0.02%
2,479
524
$323K 0.02%
4,331
-213
525
$322K 0.02%
4,429
19 20
21
22 23