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
626
$264K 0.02%
3,624
627
$263K 0.02%
4,525
-465
628
$263K 0.02%
3,819
629
$263K 0.02%
4,806
-479
630
$261K 0.02%
6,925
-677
631
$260K 0.02%
4,665
632
$260K 0.02%
2,245
-214
633
$259K 0.02%
4,438
634
$259K 0.02%
3,213
635
$259K 0.02%
14,755
-1,609
636
$259K 0.02%
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637
$259K 0.02%
4,102
638
$258K 0.02%
2,147
-228
639
$258K 0.02%
5,307
640
$257K 0.02%
7,214
641
$257K 0.02%
10,259
-2,041
642
$256K 0.02%
9,572
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643
$255K 0.02%
6,360
644
$255K 0.02%
2,951
645
$255K 0.02%
4,643
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646
$254K 0.02%
4,726
647
$254K 0.02%
6,831
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648
$254K 0.02%
7,860
649
$253K 0.02%
13,187
650
$252K 0.02%
4,718
24 25
26
27 28