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
676
$234K 0.01%
1,109
677
$234K 0.01%
7,860
678
$234K 0.01%
5,653
679
$234K 0.01%
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680
$234K 0.01%
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681
$234K 0.01%
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682
$234K 0.01%
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683
$233K 0.01%
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684
$232K 0.01%
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685
$232K 0.01%
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686
$230K 0.01%
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687
$230K 0.01%
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688
$229K 0.01%
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689
$229K 0.01%
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690
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691
$228K 0.01%
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692
$228K 0.01%
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693
$228K 0.01%
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694
$228K 0.01%
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$228K 0.01%
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697
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3,620
698
$227K 0.01%
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699
$227K 0.01%
9,540
700
$226K 0.01%
2,506
26 27
28
29 30