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
526
$318K 0.01%
8,750
527
$317K 0.01%
2,286
528
$315K 0.01%
4,932
529
$315K 0.01%
2,355
530
$315K 0.01%
2,181
531
$314K 0.01%
23,601
532
$313K 0.01%
7,951
533
$312K 0.01%
5,688
534
$310K 0.01%
3,473
535
$309K 0.01%
13,900
536
$307K 0.01%
1,952
-83
537
$306K 0.01%
3,810
538
$306K 0.01%
2,332
539
$306K 0.01%
6,453
540
$305K 0.01%
14,895
541
$305K 0.01%
684
542
$304K 0.01%
9,604
543
$304K 0.01%
1,352
544
$304K 0.01%
2,936
545
$304K 0.01%
2,095
546
$303K 0.01%
9,376
547
$302K 0.01%
2,076
548
$300K 0.01%
4,360
549
$299K 0.01%
1,776
550
$298K 0.01%
3,774
20 21
22
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