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
626
$259K 0.01%
6,349
627
$258K 0.01%
15,550
-6,700
628
$257K 0.01%
3,105
629
$257K 0.01%
3,194
630
$256K 0.01%
1,898
631
$255K 0.01%
1,715
632
$254K 0.01%
2,808
633
$254K 0.01%
3,398
634
$254K 0.01%
7,337
635
$254K 0.01%
+2,197
636
$253K 0.01%
3,492
637
$252K 0.01%
2,458
638
$252K 0.01%
1,078
639
$252K 0.01%
13,160
640
$252K 0.01%
12,947
641
$251K 0.01%
1,606
642
$251K 0.01%
3,835
643
$251K 0.01%
1,654
644
$250K 0.01%
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645
$250K 0.01%
15,519
646
$249K 0.01%
946
647
$249K 0.01%
12,638
648
$249K 0.01%
16,627
649
$248K 0.01%
+5,370
650
$248K 0.01%
2,380
24 25
26
27 28