SCM
Shelton Capital Management Portfolio holdings
AUM
$4.35B
1-Year Return
26.91%
This Quarter Return
+1.87%
1 Year Return
+26.91%
3 Year Return
+126.85%
5 Year Return
+214.43%
10 Year Return
+528.92%
AUM
$1.11B
AUM Growth
+$31.9M
(+3%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
27.78%
Holding
784
New
38
Increased
193
Reduced
131
Closed
34
Top Buys
| 1 |
Chevron
CVX
|
$7.97M |
| 2 |
Apple
AAPL
|
$6.7M |
| 3 |
Microsoft
MSFT
|
$4.22M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.67M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.6M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$2.36M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$2.03M |
| 3 |
T-Mobile US
TMUS
|
$1.96M |
| 4 |
Verizon
VZ
|
$1.4M |
| 5 |
Cencora
COR
|
$1.19M |
Sector Composition
| 1 | Technology | 18.84% |
| 2 | Financials | 15.31% |
| 3 | Healthcare | 13.05% |
| 4 | Energy | 9.72% |
| 5 | Communication Services | 9.41% |
