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
676
$245K 0.02%
5,441
677
$244K 0.02%
4,425
678
$244K 0.02%
+22,000
679
$244K 0.02%
5,790
680
$244K 0.02%
10,294
-3,429
681
$243K 0.02%
11,535
-101
682
$243K 0.02%
15,068
683
$242K 0.02%
1,971
-135
684
$241K 0.02%
3,744
685
$241K 0.02%
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686
$241K 0.02%
6,505
-586
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$241K 0.02%
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-308
688
$240K 0.02%
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689
$240K 0.02%
9,497
690
$240K 0.02%
2,117
-60
691
$239K 0.02%
15,418
692
$238K 0.02%
+6,576
693
$238K 0.02%
3,609
694
$238K 0.02%
25,565
-2,905
695
$238K 0.02%
5,641
-138
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$237K 0.02%
6,340
697
$237K 0.02%
3,788
-394
698
$237K 0.02%
3,718
699
$236K 0.02%
6,079
-248
700
$235K 0.02%
+2,675
26 27
28
29 30