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
576
$292K 0.02%
1,808
-180
577
$291K 0.02%
3,385
578
$291K 0.02%
7,221
-29
579
$291K 0.02%
10,742
580
$290K 0.02%
1,191
581
$290K 0.02%
2,870
-255
582
$289K 0.02%
15,972
583
$289K 0.02%
7,340
-3,000
584
$287K 0.02%
3,124
585
$287K 0.02%
14,359
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586
$287K 0.02%
3,898
587
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588
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589
$285K 0.02%
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590
$282K 0.02%
5,244
-538
591
$282K 0.02%
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592
$281K 0.02%
5,216
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593
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594
$280K 0.02%
4,187
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595
$280K 0.02%
5,481
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596
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5,383
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597
$279K 0.02%
1,830
598
$277K 0.02%
+25,721
599
$277K 0.02%
4,813
600
$276K 0.02%
4,990
-1,568
22 23
24
25 26