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
551
$307K 0.02%
3,787
-1,500
552
$305K 0.02%
2,250
553
$305K 0.02%
13,076
554
$302K 0.02%
3,776
555
$302K 0.02%
12,243
-1,227
556
$301K 0.02%
2,337
557
$301K 0.02%
12,831
-1
558
$301K 0.02%
6,512
559
$300K 0.02%
8,082
560
$299K 0.02%
1,677
-600
561
$298K 0.02%
2,040
-322
562
$298K 0.02%
5,765
-624
563
$298K 0.02%
6,347
564
$298K 0.02%
21,987
565
$297K 0.02%
2,786
566
$297K 0.02%
10,704
567
$297K 0.02%
26,380
-636
568
$297K 0.02%
6,716
569
$296K 0.02%
3,849
570
$296K 0.02%
2,986
571
$295K 0.02%
3,675
-218
572
$294K 0.02%
1,752
573
$294K 0.02%
13,569
574
$294K 0.02%
691
575
$294K 0.02%
4,336
21 22
23
24 25