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
601
$276K 0.02%
5,278
602
$275K 0.02%
8,366
603
$274K 0.02%
1,806
604
$274K 0.02%
4,339
-458
605
$274K 0.02%
5,431
-507
606
$274K 0.02%
9,448
-611
607
$273K 0.02%
10,407
608
$273K 0.02%
2,189
-233
609
$272K 0.02%
10,215
610
$271K 0.02%
11,169
611
$271K 0.02%
4,936
-516
612
$271K 0.02%
8,128
613
$271K 0.02%
4,986
-524
614
$270K 0.02%
3,239
615
$270K 0.02%
16,469
616
$270K 0.02%
11,936
-1,202
617
$270K 0.02%
4,091
618
$270K 0.02%
3,968
-21,500
619
$269K 0.02%
+7,069
620
$269K 0.02%
3,057
-252
621
$269K 0.02%
1,704
622
$268K 0.02%
3,394
623
$267K 0.02%
1,736
-9
624
$267K 0.02%
22,192
625
$265K 0.02%
30,393
23 24
25
26 27