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
526
$322K 0.02%
2,978
527
$322K 0.02%
4,146
528
$320K 0.02%
2,920
529
$320K 0.02%
8,251
-300
530
$319K 0.02%
4,602
531
$318K 0.02%
3,187
532
$317K 0.02%
4,910
533
$317K 0.02%
4,053
534
$316K 0.02%
4,587
535
$316K 0.02%
8,582
536
$316K 0.02%
2,019
537
$316K 0.02%
4,484
-489
538
$313K 0.02%
25,000
539
$312K 0.02%
12,413
540
$312K 0.02%
14,356
541
$311K 0.02%
1,930
542
$311K 0.02%
1,628
543
$310K 0.02%
4,468
544
$310K 0.02%
3,199
545
$309K 0.02%
6,375
546
$308K 0.02%
6,380
547
$308K 0.02%
12,344
548
$308K 0.02%
3,268
-337
549
$307K 0.02%
2,200
-223
550
$307K 0.02%
+2,593
20 21
22
23 24