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
601
$271K 0.01%
3,953
602
$271K 0.01%
2,993
603
$271K 0.01%
3,258
604
$270K 0.01%
1,813
605
$270K 0.01%
2,571
606
$270K 0.01%
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607
$270K 0.01%
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608
$270K 0.01%
6,872
609
$269K 0.01%
5,190
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610
$269K 0.01%
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611
$269K 0.01%
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612
$269K 0.01%
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613
$268K 0.01%
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614
$268K 0.01%
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615
$267K 0.01%
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616
$267K 0.01%
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617
$266K 0.01%
9,727
-1,343
618
$266K 0.01%
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619
$265K 0.01%
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620
$265K 0.01%
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621
$264K 0.01%
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622
$263K 0.01%
1,776
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623
$262K 0.01%
514
624
$261K 0.01%
3,328
625
$260K 0.01%
6,514
23 24
25
26 27