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
576
$283K 0.01%
6,431
577
$282K 0.01%
3,507
578
$282K 0.01%
4,450
579
$282K 0.01%
8,609
-894
580
$280K 0.01%
4,708
581
$280K 0.01%
1,193
582
$279K 0.01%
5,953
583
$278K 0.01%
3,400
584
$278K 0.01%
8,587
585
$278K 0.01%
11,689
586
$277K 0.01%
1,964
587
$277K 0.01%
3,916
588
$277K 0.01%
13,089
589
$276K 0.01%
4,780
590
$276K 0.01%
2,130
591
$275K 0.01%
8,287
592
$275K 0.01%
4,592
-200
593
$275K 0.01%
1,146
594
$275K 0.01%
1,750
595
$274K 0.01%
5,037
596
$274K 0.01%
10,983
597
$273K 0.01%
5,201
598
$273K 0.01%
1,580
-95,255
599
$272K 0.01%
4,105
600
$272K 0.01%
17,800
22 23
24
25 26